DFX Intelligence

M•••••• B•••• D••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

M•••••• B•••• D••••••

Advisor at V•••• F••••••••

LOUISVILLE, CO

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Search this name across graphsid dfx:ria:6582e99c-50af-9be8-075a-605da5b638c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 19, 2017 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•••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• F••••••••	Independent wealth	May 7, 2026	n/a	yes	LOUISVILLE, CO	Current employment
U••• B•••••• A•••••••• L••	Bd affiliated wealth	Feb 13, 2026	Mar 20, 2026	no	Denver, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••• B•••••• A•••••••• L••	V•••• F••••••••	Mar 20, 2026	May 7, 2026	48	Firm change	Ibd to RIA
U••• B•••••• I••••••••• I•••	U••• B•••••• A•••••••• L••	Feb 13, 2026	Feb 13, 2026

Relationships

Registered with (4)

→ V•••• F••••••••Registered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ U••• B•••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 13, 2026 to Mar 20, 2026factForm ADV
→ U••• B•••••• I••••••••• I•••Registered adviserregistration: previous registration
Sep 11, 2025 to Feb 13, 2026factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Mar 20, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6582e99c-50af-9be8-075a-605da5b638c1
First observed: Dec 19, 2017
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.