DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

C••••••••• A••• S••••••

Advisor at V•• H••••• F•••••••• A•••••••

EL DORADO HILLS, CA | Folsom, CA

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Search this name across graphsid dfx:ria:53fc2be0-af9b-2644-7f70-7097dc5710d9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 10, 2001 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•• H••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 4, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•• H••••• F•••••••• A•••••••	Independent wealth	Jun 5, 2006	n/a	yes	EL DORADO HILLS, CA\|Folsom, CA	Current employment
B••••• F•••••••• S•••••••	Former SEC adviser	Jun 5, 2006	Jul 9, 2014	no	JACKSON, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• F•••••••• S•••••••	V•• H••••• F•••••••• A•••••••	Jul 9, 2014	Jun 5, 2006	-2,956	Firm change after gap	Other
C••••• A•• C••••••• L•••	B••••• F•••••••• S•••••••	Aug 6, 2002	Jun 5, 2006

Relationships

Registered with (3)

→ V•• H••••• F•••••••• A•••••••Registered adviserregistration: current employment
Jun 5, 2006 to presentfactForm ADV
→ B••••• F•••••••• S•••••••Registered adviserregistration: previous registration
Jun 5, 2006 to Jul 9, 2014factForm ADV
→ C••••• A•• C••••••• L•••Registered adviserregistration: previous registration
Dec 10, 2001 to Aug 6, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53fc2be0-af9b-2644-7f70-7097dc5710d9
First observed: Dec 10, 2001
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.