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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)38 years in industry

V••••• S••••

Advisor at F••••••• F•••••••• S••••••••• L••

Severna Park, MD

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Search this name across graphsid dfx:ria:50efc8ee-1f69-143c-7115-8e0867b86e98

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 10, 2000 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: F••••••• F•••••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• F•••••••• S••••••••• L••	Independent wealth	Mar 2, 2020	n/a	yes	Severna Park, MD	Current employment
F•••• A••••• A••••••• S•••••••• I•••	Former SEC adviser	Jan 2, 2013	Mar 2, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• A••••• A••••••• S•••••••• I•••	F••••••• F•••••••• S••••••••• L••	Mar 2, 2020	Mar 2, 2020	0	Firm change	Ibd to RIA
C•••••• A•••••••	F•••• A••••• A••••••• S•••••••• I•••	Jan 10, 2013

Relationships

Registered with (6)

→ F••••••• F•••••••• S••••••••• L••Registered adviserregistration: current employment
Mar 2, 2020 to presentfactForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 2, 2013 to Mar 2, 2020factForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Jun 4, 2012 to Jan 10, 2013factForm ADV
→ L•••••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50efc8ee-1f69-143c-7115-8e0867b86e98
First observed: Jan 10, 2000
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.