DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)13 years in industry

T•••• M•••••• L••••••

Advisor at V•• C•••••• W••••• M••••••••• L••

Bloomfield Hills, MI | MINNEAPOLIS, MN

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:65f10d91-b491-ff3d-afcc-d8a06deec92e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 10, 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•• C•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•• C•••••• W••••• M••••••••• L••	Independent wealth	Feb 6, 2026	n/a	yes	Bloomfield Hills, MI\|MINNEAPOLIS, MN	Current employment
W•••••• • R•••	Former SEC adviser	Oct 10, 2012	Apr 30, 2021	no	HAMDEN, CT\|GRAND RAPIDS, MI\|WAUKESHA, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	V•• C•••••• W••••• M••••••••• L••	Apr 30, 2021	Feb 6, 2026	1,743	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ V•• C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 6, 2026 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Oct 10, 2012 to Apr 30, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65f10d91-b491-ff3d-afcc-d8a06deec92e
First observed: Oct 10, 2012
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.