DFX Intelligence

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

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RIA / WealthAdvisor43 years in industry

D•••• S•••• T•••••

Advisor at V•••••• W••••• P•••••••

••• Locked

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Search this name across graphsid dfx:ria:52f75e04-d73b-f5ec-19f6-2877c9c9f48e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 20, 2002 to Sep 15, 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••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jun 27, 2025	n/a	yes	SAN DIEGO, CA\|Pittman, NJ	Current employment
V•••••• W••••• P•••••••	Independent wealth	Jun 10, 2024	n/a	yes	Pitman, NJ\|MULLICA HILL, NJ	Current employment

Relationships

Registered with (2)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jun 27, 2025 to presentfactForm ADV
→ V•••••• W••••• P•••••••Registered adviserregistration: previous registration
Aug 18, 2021 to Jan 2, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52f75e04-d73b-f5ec-19f6-2877c9c9f48e
First observed: Dec 20, 2002
Last observed: Sep 15, 2026 7 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.