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A••• R••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

A••• R••• B•••

Advisor at V••••••• A••••••• L••

Washington, DC | NEW YORK, NY

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Search this name across graphsid dfx:ria:63fba396-60de-f01a-7c6c-ffe4a7d78597

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 24, 2014 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••••••• A••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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••••••• A••••••• L••	Mixed wealth	Jan 30, 2025	n/a	yes	NEW YORK, NY\|Washington, DC	Current employment
V••••••• A••••••• L••	Mixed wealth	Mar 22, 2024	Dec 31, 2024	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
N•••••• G•••• C••••••••• L••	V••••••• A••••••• L••	Jan 24, 2023	Mar 22, 2024	423	Firm change after gap	Other
B••• I••••••••• I••••••••• A•••••••• I•••	N•••••• G•••• C••••••••• L••	Dec 31, 2020

Relationships

Registered with (4)

→ V••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 22, 2024 to Dec 31, 2024factForm ADV
→ N•••••• G•••• C••••••••• L••Registered adviserregistration: previous registration
Apr 20, 2021 to Jan 24, 2023factForm ADV
→ B••• I••••••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 3, 2019 to Dec 31, 2020factForm ADV
→ S•••••••• A••••••• L••

Dated events

Occurred
Jan 24, 2023
Advisor changed firm
A••• R••• B••• left N•••••• G•••• C••••••••• L•• for V••••••• A••••••• L•• (registered 2024-03-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63fba396-60de-f01a-7c6c-ffe4a7d78597
First observed: Oct 24, 2014
Last observed: Sep 15, 2026 7 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.