DFX Intelligence

N••••••• M•••••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

N••••••• M•••••• P••••••

Advisor at V•••••• C•••••• M••••••••• I•••

SAN ANTONIO, TX | Flower Mound, TX

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Search this name across graphsid dfx:ria:6da94500-3bdf-f1ec-8af2-8226abd3ab74

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2007 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•••••• M••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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••••••••• I•••	Asset manager	Sep 6, 2018	n/a	yes	Flower Mound, TX\|SAN ANTONIO, TX	Current employment
R•••••• I•••••••••	Asset manager	Aug 28, 2007	Aug 30, 2018	no	MILWAUKEE, WI\|Flower Mound, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• I•••••••••	V•••••• C•••••• M••••••••• I•••	Aug 30, 2018	Sep 6, 2018	7	Firm change	Other

Relationships

Registered with (2)

→ V•••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Sep 6, 2018 to presentfactForm ADV
→ R•••••• I•••••••••Registered adviserregistration: previous registration
Aug 28, 2007 to Aug 30, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6da94500-3bdf-f1ec-8af2-8226abd3ab74
First observed: Aug 28, 2007
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.