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

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RIA / WealthAdvisor25 years in industry

D••••• H••••• B••••••

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

SANTA ANA, CA

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Search this name across graphsid dfx:ria:78b485f1-2e9f-248e-4a9b-1ee8001f92e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 13, 2007 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•••• C•••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom 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•••• C•••••• M••••••••• I•••	State registered	Jan 1, 2026	n/a	yes	SANTA ANA, CA	Current employment
V•••• C•••••• M••••••••• I•••	State registered	Sep 13, 2007	Aug 22, 2011	no

Relationships

Registered with (1)

→ V•••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Sep 13, 2007 to Aug 22, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:78b485f1-2e9f-248e-4a9b-1ee8001f92e4
First observed: Sep 13, 2007
Last observed: Sep 14, 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.