DFX Intelligence

L•••••• M•••• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

L•••••• M•••• R•••••

Advisor at V•••••• V•••••••• P••••••• L••

SYLVANIA, OH

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Search this name across graphsid dfx:ria:5d5e162a-89de-d36e-3c1c-81c1f70d6e08

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 23, 2012 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•••••• V•••••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• V•••••••• P••••••• L••	Independent wealth	Jan 6, 2021	n/a	yes	SYLVANIA, OH	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	May 23, 2012	May 2, 2019	no	SYLVANIA, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	V•••••• V•••••••• P••••••• L••	May 2, 2019	Jan 6, 2021	615	Firm change after gap	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:304237:OH:2019-05-02	May 2, 2019	Jan 6, 2021	SYLVANIA, OH	Firm change after gap

Relationships

Registered with (2)

→ V•••••• V•••••••• P••••••• L••Registered adviserregistration: current employment
Jan 6, 2021 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
May 23, 2012 to May 2, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d5e162a-89de-d36e-3c1c-81c1f70d6e08
First observed: May 23, 2012
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.