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

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RIA / WealthAdvisor10 years in industry

L••••• V••••

Advisor at F•••• F•••••••• G••••

FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:a0ce4e20-981f-cfd7-f638-a99420ea6788

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 19, 2021 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: F•••• F•••••••• G••••
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: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

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
F•••• F•••••••• G••••	Independent wealth	Dec 16, 2022	n/a	yes	FORT LAUDERDALE, FL	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Nov 30, 2021	Dec 21, 2022	no

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
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	F•••• F•••••••• G••••	Dec 21, 2022	Dec 16, 2022	-5	Firm change	Ibd to new firm
S••••••••• A•••••• A•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Oct 29, 2021

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:318641:FL:2022-12-21	Dec 21, 2022	Dec 16, 2022	FORT LAUDERDALE, FL	Firm change

Relationships

Registered with (3)

→ F•••• F•••••••• G••••Registered adviserregistration: current employment
Dec 16, 2022 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Nov 30, 2021 to Dec 21, 2022factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 19, 2021 to Oct 29, 2021factForm ADV

Dated events

Occurred
Dec 21, 2022
Advisor changed firm
L••••• V•••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for F•••• F•••••••• G•••• (registered 2022-12-16)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0ce4e20-981f-cfd7-f638-a99420ea6788
First observed: Feb 19, 2021
Last observed: Sep 14, 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.