DFX Intelligence

D••••• B•••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

D••••• B•••••• S•••••

Advisor at V•••••• W••••• M•••••••••

ORLANDO, FL

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Search this name across graphsid dfx:ria:499b1678-dca6-a705-5190-eee0b283d0c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 20, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: V•••••• W••••• M•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••••• M•••••••••	Mixed wealth	Apr 2, 2026	n/a	yes	ORLANDO, FL	Current employment
B••••• P••••• I••••••••• A•••••• L••	Mixed wealth	Mar 7, 2024	Apr 21, 2026	no	ORLANDO, FL\|MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• P••••• I••••••••• A•••••• L••	V•••••• W••••• M•••••••••	Apr 21, 2026	Apr 2, 2026	-19	Firm change	RIA to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B••••• P••••• I••••••••• A•••••• L••	Aug 4, 2020	Mar 7, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
288563:340592:FL:2026-04-21	Apr 21, 2026	Apr 2, 2026	MIAMI, FL	Firm change

Relationships

Registered with (3)

→ V•••••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 2, 2026 to presentfactForm ADV
→ B••••• P••••• I••••••••• A•••••• L••Registered adviserregistration: previous registration
Mar 7, 2024 to Apr 21, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 20, 2017 to Aug 4, 2020factForm ADV

Dated events

Occurred
Apr 21, 2026
A•••••• firm change
D••••• B•••••• S••••• left B••••• P••••• I••••••••• A•••••• L•• for V•••••• W••••• M••••••••• (registered 2026-04-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:499b1678-dca6-a705-5190-eee0b283d0c1
First observed: Dec 20, 2017
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.