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

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RIA / WealthAdvisor23 years in industry

N•••••• V••••

Advisor at V•••• I••••••••• I•••

LAKE MARY, FL

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Search this name across graphsid dfx:ria:b0e1b849-6432-4519-7808-b61e563273bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 2, 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•••• I••••••••• I•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 10, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 23derivedfrom 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
S••••••••• I•••	Asset manager	Dec 16, 2014	n/a	yes	LAKE MARY, FL	Current employment
V•••• I••••••••• I•••	State registered	Jul 31, 2003	n/a	yes	LAKE MARY, FL

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
S••••••••• I•••	n/a	Dec 31, 2025	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ S••••••••• I•••Registered adviserregistration: previous registration
Jan 2, 2015 to Dec 31, 2025factForm ADV
→ V•••• I••••••••• I•••Registered adviserregistration: current employment
Jul 31, 2003 to presentfactForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor owns new adviser
N•••••• V••••, registered through V•••• I••••••••• I••• (Lake Mary, FL), is a direct owner of SP Funds, an adviser first registered 2026-07-20
Form ADVobserved 7 days ago
Occurred
Dec 31, 2025
Advisor departed, no destination yet
N•••••• V•••• no longer registered at S••••••••• I•••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0e1b849-6432-4519-7808-b61e563273bf
First observed: Jan 2, 2015
Last observed: Sep 14, 2026 8 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.