DFX Intelligence

D••••• B•••• A••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

D••••• B•••• A••••••••

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

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:b73c7260-a174-1f27-6ba2-192908ca9ec3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 10, 2024 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: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• C•••••• M••••••••• I•••	Asset manager	May 2, 2025	n/a	yes	SAN ANTONIO, TX	Current employment
E•••••••• A•••••••• L••	National bd RIA	Oct 10, 2024	Apr 28, 2025	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	V•••••• C•••••• M••••••••• I•••	Apr 28, 2025	May 2, 2025	4	Firm change	Other

Relationships

Registered with (2)

→ V•••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
May 2, 2025 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 10, 2024 to Apr 28, 2025factForm ADV

Dated events

Occurred
Apr 28, 2025
Advisor changed firm
D••••• B•••• A•••••••• left E•••••••• A•••••••• L•• for V•••••• C•••••• M••••••••• I••• (registered 2025-05-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b73c7260-a174-1f27-6ba2-192908ca9ec3
First observed: Oct 10, 2024
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.