DFX Intelligence

D•••• L• V•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

D•••• L• V•••••••••

Advisor at D••••• W•••••• L••

PALM BEACH GARDENS, FL | RICHMOND, VA

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Search this name across graphsid dfx:ria:8b8b6411-33f2-e1c1-c183-76def19bff3b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2002 to Sep 15, 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: D••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 26, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••• W•••••• L••	Independent wealth	May 6, 2026	n/a	yes	PALM BEACH GARDENS, FL\|RICHMOND, VA	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 31, 2025	Apr 9, 2026	no	MIDLOTHIAN, VA\|NORTH CHESTERFIELD, VA\|NORTH CHESTERFIELD, VA\|MIDLOTHIAN, VA\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	D••••• W•••••• L••	Apr 9, 2026	May 6, 2026	27	Firm change	Ibd to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• A••••••• L••	Mar 31, 2025	Mar 31, 2025

Relationships

Registered with (5)

→ D••••• W•••••• L••Registered adviserregistration: current employment
May 6, 2026 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Apr 9, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Apr 9, 2026
Advisor changed firm
D•••• L• V••••••••• left S•••••••• A••••••• L•• for D••••• W•••••• L•• (registered 2026-05-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b8b6411-33f2-e1c1-c183-76def19bff3b
First observed: Sep 24, 2002
Last observed: Sep 15, 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.