T•••• L•• B•••

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

BRENTWOOD, TN | Ridgeland, MS

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:69c8e09c-a721-1794-7168-4c9693654e1c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 26, 2018 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••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 29, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• C•••••• M••••••••• L••	Independent wealth	Aug 28, 2018	n/a	yes	Ridgeland, MS\|BRENTWOOD, TN	Current employment
H••••• I••••••••• M••••••••• L••	Independent wealth	Apr 26, 2018	Aug 22, 2018	no	Ridgeland, MS\|CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• I••••••••• M••••••••• L••	V••••• C•••••• M••••••••• L••	Aug 22, 2018	Aug 28, 2018	6	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
119880:167816:OH:2018-08-22	Aug 22, 2018	Aug 28, 2018	CINCINNATI, OH	Firm change

Relationships

Registered with (2)

→ V••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Aug 28, 2018 to presentfactForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 26, 2018 to Aug 22, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69c8e09c-a721-1794-7168-4c9693654e1c
First observed: Apr 26, 2018
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.