DFX Intelligence

K••••••• E••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

K••••••• E••••• S•••••••

Advisor at V•••••••• L••

Lake Mary, FL | ORLANDO, FL

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Search this name across graphsid dfx:ria:70873706-526b-7546-204a-2aa961de19b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 21, 2017 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•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• L••	State registered	Jun 3, 2021	n/a	yes	ORLANDO, FL\|Lake Mary, FL	Current employment
G•• S••••••••• I•••	Bd affiliated wealth	Nov 21, 2019	May 19, 2021	no	LAKE MARY, FL\|LAKE MARY, FL\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• S••••••••• I•••	V•••••••• L••	May 19, 2021	Jun 3, 2021	15	Firm change	Ibd to state RIA
V••• F•••••••• A•••••••• I•••	G•• S••••••••• I•••	Nov 26, 2019	Nov 21, 2019

Relationships

Registered with (3)

→ V•••••••• L••Registered adviserregistration: current employment
Jun 3, 2021 to presentfactForm ADV
→ G•• S••••••••• I•••Registered adviserregistration: previous registration
Nov 21, 2019 to May 19, 2021factForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 21, 2017 to Nov 26, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70873706-526b-7546-204a-2aa961de19b1
First observed: Mar 21, 2017
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.