DFX Intelligence

D••••• W••••• F••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

D••••• W••••• F••••••

Advisor at V•••••• F••••••••

Prosper, TX | AUSTIN, TX

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Search this name across graphsid dfx:ria:695f22b4-9beb-3859-7965-6d821e6879d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 14, 2020 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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• F••••••••	Independent wealth	Apr 12, 2024	n/a	yes	Prosper, TX\|AUSTIN, TX	Current employment
E•••••••• A•••••••• L••	National bd RIA	Oct 14, 2020	Apr 16, 2024	no	DALLAS, TX\|FORT WORTH, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	V•••••• F••••••••	Apr 16, 2024	Apr 12, 2024	-4	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ V•••••• F••••••••Registered adviserregistration: current employment
Apr 12, 2024 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 14, 2020 to Apr 16, 2024factForm ADV

Dated events

Occurred
Apr 16, 2024
Advisor changed firm
D••••• W••••• F•••••• left E•••••••• A•••••••• L•• for V•••••• F•••••••• (registered 2024-04-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:695f22b4-9beb-3859-7965-6d821e6879d7
First observed: Oct 14, 2020
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.