DFX Intelligence

V•••• P•••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner43 years in industry

V•••• P•••• S••••••

Advisor at S•••••• F•••••••• G•••• I•••••••••

RENO, NV

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Search this name across graphsid dfx:ria:80f157d9-45e6-28da-9e8d-aec04f45cf28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 9, 2000 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: S•••••• F•••••••• G•••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 33derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F•••••••• G•••• I•••••••••	Independent wealth	Aug 27, 1993	n/a	yes	RENO, NV	Current employment
S••••• N••••• I••••••••• M•••••••••	n/a	Nov 9, 2000	Jul 31, 2003	no	RENO, NV

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• N••••• I••••••••• M•••••••••	n/a	Jul 31, 2003	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ S•••••• F•••••••• G•••• I•••••••••Registered adviserregistration: current employment
Aug 27, 1993 to presentfactForm ADV
→ S••••• N••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Nov 9, 2000 to Jul 31, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80f157d9-45e6-28da-9e8d-aec04f45cf28
First observed: Nov 9, 2000
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.