L•••••• A• M•••

Advisor at V•••• F•••••••• A•••••••• I•••

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a42648b-2bbf-dcb0-b3d1-bba17563c3ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Oct 29, 2021 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•••• F•••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Jul 8, 2025	n/a	yes	TAMPA, FL	Current employment
W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••	Independent wealth	Jan 26, 2024	Jun 17, 2025	no	TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••	V•••• F•••••••• A•••••••• I•••	Jun 17, 2025	Jul 8, 2025	21	Firm change	RIA to ibd
E•••••• C•••••• M••••••••• L••	W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••	Jun 27, 2023

Relationships

Registered with (4)

→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Jul 8, 2025 to presentfactForm ADV
→ W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••Registered adviserregistration: previous registration
Jan 26, 2024 to Jun 17, 2025factForm ADV
→ E•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 18, 2023 to Jun 27, 2023factForm ADV
→ F•••••• F•••••••• A•••••••• L••

Dated events

Occurred
Jun 17, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 27, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a42648b-2bbf-dcb0-b3d1-bba17563c3ce
First observed: Oct 29, 2021
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.