DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

A••••• G••••••• W•••••

Advisor at V••••••• C•••••• A•••••••• L••

HUNT VALLEY, MD | Naples, FL

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 14, 2023 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•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• C•••••• A•••••••• L••	Independent wealth	Aug 8, 2023	n/a	yes	HUNT VALLEY, MD\|Naples, FL	Current employment
V•••••• P•••••• W•••••• L••	Former SEC adviser	Jan 14, 2023	Aug 15, 2023	no	NAPLES, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• P•••••• W•••••• L••	V••••••• C•••••• A•••••••• L••	Aug 15, 2023	Aug 8, 2023	-7	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
285748:288512:FL:2023-08-15	Aug 15, 2023	Aug 8, 2023	NAPLES, FL	Firm change

Relationships

Registered with (2)

→ V••••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Aug 8, 2023 to presentfactForm ADV
→ V•••••• P•••••• W•••••• L••Registered adviserregistration: previous registration
Jan 14, 2023 to Aug 15, 2023factForm ADV

Dated events

Order

Occurred
15 Aug 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 14, 2023
Last observed: Sep 14, 2026 9 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.