DFX Intelligence

G••••• N•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

G••••• N•••••••

Advisor at V•••• C•••••• P•••••••• L••

Scottsdale, AZ

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Search this name across graphsid dfx:ria:5230c2b8-1477-7552-d111-9770f087c20b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 17, 2006 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•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 29, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• C•••••• P•••••••• L••	Independent wealth	Feb 3, 2023	n/a	yes	Scottsdale, AZ	Current employment
P•••••••• A•••••••	National bd RIA	Aug 20, 2020	Sep 24, 2020	no	WOODLAND HILLS, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• A•••••••	V•••• C•••••• P•••••••• L••	Sep 24, 2020	Feb 3, 2023	862	Firm change after gap	Ibd to RIA
V•••• C•••••• P•••••••• L••	P•••••••• A•••••••	Aug 22, 2018	Aug 20, 2020

Relationships

Registered with (5)

→ V•••• C•••••• P•••••••• L••Registered adviserregistration: previous registration
Jun 12, 2015 to Aug 22, 2018factForm ADV
→ P•••••••• A•••••••Registered adviserregistration: previous registration
Aug 20, 2020 to Sep 24, 2020factForm ADV
→ U••• B•••••• I••••••••• I•••Registered adviserregistration: previous registration
Nov 16, 2010 to Jun 12, 2015factForm ADV
→ C•••• I••••••••• S••••••• C••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5230c2b8-1477-7552-d111-9770f087c20b
First observed: May 17, 2006
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.