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D•••• C••••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

D•••• C••••• R••••••

Advisor at V•••• L••

TROY, MI

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Search this name across graphsid dfx:ria:8c5154d6-3336-9896-d2bf-0c2968b17f9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 22, 2010 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•••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

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•••• L••	Independent wealth	Feb 25, 2026	n/a	yes	TROY, MI	Current employment
F•••••••• S••••••••• G••••• I••	Independent wealth	Oct 18, 2019	Sep 14, 2020	no	OKEMOS, MI

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• S••••••••• G••••• I••	V•••• L••	Sep 14, 2020	Feb 25, 2026	1,990	Firm change after gap	RIA to RIA
S••••••• F•••••••• S•••••••• I•••	F•••••••• S••••••••• G••••• I••	Feb 6, 2019

Relationships

Registered with (7)

→ V•••• L••Registered adviserregistration: current employment
Feb 25, 2026 to presentfactForm ADV
→ F•••••••• S••••••••• G••••• I••Registered adviserregistration: previous registration
Oct 18, 2019 to Sep 14, 2020factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 14, 2016 to Feb 6, 2019factForm ADV
→ W•••••• • R•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c5154d6-3336-9896-d2bf-0c2968b17f9f
First observed: Dec 22, 2010
Last observed: Sep 14, 2026 8 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.