M•••••• C••••••

Advisor at V••••• O•• I••••••••• S••••••••• L••

AVE MARIA, FL | KALAMAZOO, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:54a5fd2c-62cf-200c-139e-0d40542a000c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Apr 12, 2016 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••••• O•• I••••••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• O•• I••••••••• S••••••••• L••	State registered	Jan 16, 2026	n/a	yes	AVE MARIA, FL\|KALAMAZOO, MI	Current employment
H••• W••••• A•••••••	Independent wealth	Apr 4, 2024	Jan 14, 2025	no	Naples, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••• W••••• A•••••••	V••••• O•• I••••••••• S••••••••• L••	Jan 14, 2025	Jan 16, 2026	367	Firm change	RIA to state RIA
F••••••• P••••••• A•• W•••••••• A•••••••	H••• W••••• A•••••••	Apr 3, 2024	Apr 4, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:288590:IL:2021-03-15	Mar 15, 2021	Apr 13, 2021	NORRIDGE, IL	Firm change

Relationships

Registered with (4)

→ V••••• O•• I••••••••• S••••••••• L••Registered adviserregistration: current employment
Jan 16, 2026 to presentfactForm ADV
→ H••• W••••• A•••••••Registered adviserregistration: previous registration
Apr 4, 2024 to Jan 14, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Apr 13, 2021 to Apr 3, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jan 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54a5fd2c-62cf-200c-139e-0d40542a000c
First observed: Apr 12, 2016
Last observed: Sep 15, 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.