DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

M•••••• A••• C••

Advisor at V•• C•••••• W••••• M••••••••• L••

MINNEAPOLIS, MN | Dallas, TX

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:5916bd7f-e64c-bbd1-ec77-c75ea77b594f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 2, 2005 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•••••• W••••• M••••••••• 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, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
V•• C•••••• W••••• M••••••••• L••	Independent wealth	Jan 8, 2025	n/a	yes	Dallas, TX\|MINNEAPOLIS, MN	Current employment
I•• A•••••••• I•••	Mixed wealth	Apr 8, 2013	Jan 3, 2025	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
I•• A•••••••• I•••	V•• C•••••• W••••• M••••••••• L••	Jan 3, 2025	Jan 8, 2025	5	Firm change	RIA to RIA
I••••••••• S••••••••• C•••••••••	I•• A•••••••• I•••	Dec 31, 2013

Relationships

Registered with (4)

→ V•• C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 8, 2025 to presentfactForm ADV
→ I•• A•••••••• I•••Registered adviserregistration: previous registration
Apr 8, 2013 to Jan 3, 2025factForm ADV
→ I••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Jan 3, 2007 to Dec 31, 2013factForm ADV
→ F•••••••• I••••••••• I•••Registered adviser

Dated events

Occurred
Jan 3, 2025
Advisor changed firm
M•••••• A••• C•• left I•• A•••••••• I••• for V•• C•••••• W••••• M••••••••• L•• (registered 2025-01-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5916bd7f-e64c-bbd1-ec77-c75ea77b594f
First observed: Dec 2, 2005
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.