DFX Intelligence

V••••• L•••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

V••••• L•••• C••••••

Advisor at W••••••• F•••••••• A•••••••• I•••

CHAPEL HILL, NC

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Search this name across graphsid dfx:ria:6e310b8f-70ab-860b-8efc-d92df45f58bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2016 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: W••••••• F•••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 12, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• F•••••••• A•••••••• I•••	Independent wealth	Apr 20, 2020	n/a	yes	CHAPEL HILL, NC	Current employment
R•• W••••• P•••••••	Independent wealth	Sep 26, 2016	Jul 26, 2019	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• W••••• P•••••••	W••••••• F•••••••• A•••••••• I•••	Jul 26, 2019	Apr 20, 2020	269	Firm change	RIA to RIA
E•••• S••••••••• L••	R•• W••••• P•••••••	Sep 1, 2016	Sep 26, 2016

Relationships

Registered with (3)

→ W••••••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 20, 2020 to presentfactForm ADV
→ R•• W••••• P•••••••Registered adviserregistration: previous registration
Sep 26, 2016 to Jul 26, 2019factForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Jun 1, 2016 to Sep 1, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e310b8f-70ab-860b-8efc-d92df45f58bb
First observed: Jun 1, 2016
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.