M•••• B••••

Advisor at V•• W••••• M••••••••• L••

CORAL GABLES, FL

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:5ac493ef-2994-558f-5724-0cc96167fd61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 5, 2019 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•• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•• W••••• M••••••••• L••	State registered	Jun 15, 2023	n/a	yes	CORAL GABLES, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 3, 2023	May 17, 2023	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	V•• W••••• M••••••••• L••	May 17, 2023	Jun 15, 2023	29	Firm change	Wirehouse to state RIA
C••••• I••••••••• A••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Nov 28, 2022

Relationships

Registered with (4)

→ V•• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 15, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 3, 2023 to May 17, 2023factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 19, 2021 to Nov 28, 2022factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
May 17, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ac493ef-2994-558f-5724-0cc96167fd61
First observed: Feb 5, 2019
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.