DFX Intelligence

B••••••• H•••••• L••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

B••••••• H•••••• L••

Advisor at V•••••• F••••••••

AUSTIN, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2015 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••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• F••••••••	Independent wealth	Oct 28, 2024	n/a	yes	AUSTIN, TX	Current employment
E•••••••• A•••••••• L••	National bd RIA	Jul 15, 2015	Oct 30, 2024	no	AUSTIN, TX\|AUSTIN, TX\|AUSTIN, TX\|Cedar Park, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	V•••••• F••••••••	Oct 30, 2024	Oct 28, 2024	-2	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:324943:TX:2024-10-30	Oct 30, 2024	Oct 28, 2024	CEDAR PARK, TX	Firm change

Relationships

Registered with (2)

→ V•••••• F••••••••Registered adviserregistration: current employment
Oct 28, 2024 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 15, 2015 to Oct 30, 2024factForm ADV

Dated events

Order

Occurred
30 Oct 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 15, 2015
Last observed: Sep 14, 2026 10 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.