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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analystdual registered (broker-dealer)11 years in industry

G•••••• D•••• G••••••

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

NEW YORK, NY | ATLANTA, GA

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Search this name across graphsid dfx:ria:6f435738-3555-f2b5-9aeb-5bc8666dee9c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2016 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••• I••••••••• M••••••••• C•• L••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 8, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
V••• I••••••••• M••••••••• C•• L••	Asset manager	Mar 19, 2019	n/a	yes	ATLANTA, GA\|NEW YORK, NY	Current employment
P••••••• W••••• M••••••••• I•••	Former SEC adviser	Jul 25, 2016	Mar 18, 2019	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• W••••• M••••••••• I•••	V••• I••••••••• M••••••••• C•• L••	Mar 18, 2019	Mar 19, 2019	1	Firm change	Other

Relationships

Registered with (2)

→ V••• I••••••••• M••••••••• C•• L••Registered adviserregistration: current employment
Mar 19, 2019 to presentfactForm ADV
→ P••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 25, 2016 to Mar 18, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f435738-3555-f2b5-9aeb-5bc8666dee9c
First observed: Jul 25, 2016
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.