DFX Intelligence

B• • V• A•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

B• • V• A•••••••• L••

CRD 148810

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Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 29, 2026 to Jan 29, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 6
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 148810
Filings on the tape: 1
First filed: Jan 29, 2026

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• J••••• V••••••	n/a	KINGWOOD, TX	17	24	1	no
M••• R•••••• S•••••	n/a	KINGWOOD, TX	17	35

Relationships

Registered with (6)

← C•••••• F••••• W•••••Advisorregistration: current employment
Jan 9, 2009 to presentfactForm ADV
← M••• R•••••• S•••••Advisorregistration: current employment
Jan 2, 2009 to presentfactForm ADV
← J•••• S••••• A••••Advisorregistration: current employment
Jan 2, 2009 to presentfactForm ADV
← J••• C• F••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 29, 2026
Last observed: Jan 29, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.