DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst16 years in industry

R•••••••• B••••••••

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

Berwyn, PA

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Search this name across graphsid dfx:ria:b8c137d7-cedd-c967-0602-702838fdc0d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 15, 2009 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••••••••• M••••••••• C••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Dec 15, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• I••••••••• M••••••••• C••••••• L••	Institutional manager	Jun 27, 2017	n/a	yes	Berwyn, PA	Current employment
B••••••••• G••••• I••••••••• M••••••••• L••	Other adviser	Dec 15, 2009	Feb 8, 2016	no	PHILADELPHIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• G••••• I••••••••• M••••••••• L••	V•••••••• I••••••••• M••••••••• C••••••• L••	Feb 8, 2016	Jun 27, 2017	505	Firm change after gap	Other

Relationships

Registered with (2)

→ V•••••••• I••••••••• M••••••••• C••••••• L••Registered adviserregistration: current employment
Jun 27, 2017 to presentfactForm ADV
→ B••••••••• G••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 15, 2009 to Feb 8, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8c137d7-cedd-c967-0602-702838fdc0d2
First observed: Dec 15, 2009
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.