DFX Intelligence
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Reading the graph
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Advisor at V•••••• C•••••• M••••••••• I•••
Boston, MA | SAN ANTONIO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| V•••••• C•••••• M••••••••• I••• | Asset manager | Sep 18, 2025 | n/a | yes | SAN ANTONIO, TX|Boston, MA | Current employment |
| A••••• A•••• M••••••••• U•• I••• | Former SEC adviser | Jan 4, 2021 | Apr 25, 2025 | no | BOSTON, MA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A••••• A•••• M••••••••• U•• I••• | V•••••• C•••••• M••••••••• I••• | Apr 25, 2025 | Sep 18, 2025 | 146 | Bulk transfer | Other |
| A••••• P•••••• I••••••••• A•••• M••••••••• I••• | A••••• A•••• M••••••••• U•• I••• | Dec 31, 2020 | Jan 4, 2021 |
| A••••• P•••••• I••••••••• A•••• M••••••••• I••• | Former SEC adviser | Mar 1, 2010 | Dec 31, 2020 | no | BOSTON, MA | Previous registration |
| 4 |
| Bulk transfer |
| Other |