DFX Intelligence

E••••• A•••••• T••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor30 years in industry

E••••• A•••••• T••••••••

Advisor at V•••••••• I••••••••• M••••••••• C••••••• L••

Berwyn, PA

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Search this name across graphsid dfx:ria:92b6eccf-d7d1-2252-8867-5b183056f606

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 31, 2001 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•••••••• I••••••••• M••••••••• C••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 17, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• I••••••••• M••••••••• C••••••• L••	Institutional manager	Jun 27, 2017	n/a	yes	Berwyn, PA	Current employment
B••••••••• G••••• I••••••••• M••••••••• L••	Other adviser	Jan 31, 2001	Jul 7, 2015	no	PHILADELPHIA, PA\|WILMINGTON, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• G••••• I••••••••• M••••••••• L••	V•••••••• I••••••••• M••••••••• C••••••• L••	Jul 7, 2015	Jun 27, 2017	721	Firm change after gap	Other

Relationships

Registered with (2)

→ V•••••••• I••••••••• M••••••••• C••••••• L••Registered adviserregistration: current employment
Jun 27, 2017 to presentfactForm ADV
→ B••••••••• G••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 31, 2001 to Jul 7, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92b6eccf-d7d1-2252-8867-5b183056f606
First observed: Jan 31, 2001
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.