A••• H• G•••••

Advisor at V•••••• A•••• M••••••••• I•••

••• Locked

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:a16301e3-8e17-c71e-1d46-4c5578b74dce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 9, 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•••••• A•••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 4, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••• M••••••••• I•••	State registered	Nov 18, 2022	n/a	yes	SAINT LOUIS, MO\|San Diego, CA	Current employment
G••••• I••••••••• G•••• L••	State registered	Apr 12, 2021	n/a	yes	SAN DIEGO, CA	Current employment

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	G••••• I••••••••• G•••• L••	Aug 2, 2019	Apr 12, 2021	619	Firm change after gap	Wirehouse to state RIA
C•••••••• F••••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Dec 31, 2016

Relationships

Registered with (5)

→ V•••••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Nov 18, 2022 to presentfactForm ADV
→ G••••• I••••••••• G•••• L••Registered adviserregistration: current employment
Apr 12, 2021 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 2, 2017 to Aug 2, 2019factForm ADV
→ C•••••••• F••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a16301e3-8e17-c71e-1d46-4c5578b74dce
First observed: Mar 9, 2015
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.