DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

V•••••• B•••••• G••••••••

Advisor at M••••••••• R•••••••••

VIRGINIA BEACH, VA | WASHINGTON, DC

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Search this name across graphsid dfx:ria:764df27c-bc4c-39a4-4e74-4b76974f1cae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 4, 2004 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: M••••••••• R•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 4, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• R•••••••••	Bd affiliated wealth	Jun 19, 2018	n/a	yes	WASHINGTON, DC\|VIRGINIA BEACH, VA	Current employment
M••••••••• R•••••••••	Bd affiliated wealth	Jun 8, 2018	Jun 8, 2018	no	VIRGINIA BEACH, VA\|WASHINGTON, DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••• I••••••••• L••	M••••••••• R•••••••••	May 22, 2018	Jun 8, 2018	17	Firm change	Other
P••••••	F••••••• P••• I••••••••• L••	May 26, 2017	Mar 5, 2018

Relationships

Registered with (7)

→ M••••••••• R•••••••••Registered adviserregistration: previous registration
Jun 8, 2018 to Jun 8, 2018factForm ADV
→ F••••••• P••• I••••••••• L••Registered adviserregistration: previous registration
Mar 5, 2018 to May 22, 2018factForm ADV
→ P••••••Registered adviserregistration: previous registration
Apr 23, 2016 to May 26, 2017factForm ADV
→ A•••• I••••••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:764df27c-bc4c-39a4-4e74-4b76974f1cae
First observed: Feb 4, 2004
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.