DFX Intelligence

M•••• R••• Z••••••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

M•••• R••• Z••••••• H•••••••

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

SAN ANTONIO, TX

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:978af1b9-b3ec-5100-f302-a06551b36d83

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 20, 2011 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•••••• C•••••• M••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Oct 12, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• C•••••• M••••••••• I•••	Asset manager	Jul 8, 2026	n/a	yes	SAN ANTONIO, TX	Current employment
F•••• C••••••• I••••••• S•••••••• I•••	Bd affiliated wealth	Feb 4, 2021	May 13, 2026	no	Decatur, GA\|New Albany , OH\|CARY, NC\|Raleigh, NC\|Cary, NC\|RALEIGH, NC\|Raleigh, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• C••••••• I••••••• S•••••••• I•••	V•••••• C•••••• M••••••••• I•••	May 13, 2026	Jul 8, 2026	56	Firm change	Other
C•••••• S••••• • C••• I•••	F•••• C••••••• I••••••• S•••••••• I•••	Feb 3, 2021	Feb 4, 2021

Relationships

Registered with (5)

→ V•••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Jul 8, 2026 to presentfactForm ADV
→ F•••• C••••••• I••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 4, 2021 to May 13, 2026factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
May 28, 2020 to Feb 3, 2021factForm ADV
→ U••• I••••••••• S••••••• C••••••

Dated events

Occurred
May 13, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:978af1b9-b3ec-5100-f302-a06551b36d83
First observed: Oct 20, 2011
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.