DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

R•••••• L••••• C•••

Advisor at V•••• W••••• P•••••••• L••

New York, NY

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Search this name across graphsid dfx:ria:78b16aaf-8f5e-c845-45d9-54a824401a73

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 1
Observed: Jul 1, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R•••••• L••••• C•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: V•••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• W••••• P•••••••• L••	Independent wealth	Feb 1, 2021	n/a	yes	New York, NY	Current employment

Relationships

Registered with (1)

→ V•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Feb 1, 2021 to presentfactForm ADV

Dated events

Occurred
Jul 31, 2026
Advisor owns new adviser
••• Locked
Form ADVobserved 7 days ago
Occurred
Dec 2, 2025
Advisor owns new adviser
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:78b16aaf-8f5e-c845-45d9-54a824401a73
First observed: Jul 1, 2015
Last observed: Sep 14, 2026 9 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.