DFX Intelligence

E••••• A• T•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

E••••• A• T•••••

Advisor at V••••• C•••••• M••••••••• L••

RIVERSIDE, CA | BRENTWOOD, TN

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Search this name across graphsid dfx:ria:4f104737-5434-119e-c011-8a542f31ff79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 17, 2019 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••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• C•••••• M••••••••• L••	Independent wealth	Apr 15, 2026	n/a	yes	RIVERSIDE, CA\|BRENTWOOD, TN	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 17, 2019	Apr 29, 2024	no	LOS ANGELES, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	V••••• C•••••• M••••••••• L••	Apr 29, 2024	Apr 15, 2026	716	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (2)

→ V••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 15, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 17, 2019 to Apr 29, 2024factForm ADV

Dated events

Occurred
Apr 29, 2024
Advisor changed firm
E••••• A• T••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for V••••• C•••••• M••••••••• L•• (registered 2026-04-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f104737-5434-119e-c011-8a542f31ff79
First observed: Dec 17, 2019
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.