DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

A•••• D••••• B••••••

Advisor at V•••••• W••••• M••••••••• L••

AVENTURA, FL

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Search this name across graphsid dfx:ria:b9acd128-7c97-5928-8054-73b2f8cdd85b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 13, 2008 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•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 25, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••••• M••••••••• L••	State registered	Jul 11, 2018	n/a	yes	AVENTURA, FL	Current employment
B• R•••• W••••• A•••••••• I•••	Bd affiliated wealth	Nov 8, 2010	Jul 29, 2014	no	MIAMI, FL\|MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B• R•••• W••••• A•••••••• I•••	V•••••• W••••• M••••••••• L••	Jul 29, 2014	Jul 11, 2018	1,443	Firm change after gap	Other
M••••• S•••••• • C•• L••	B• R•••• W••••• A•••••••• I•••	Jan 15, 2009	Nov 8, 2010

Relationships

Registered with (3)

→ V•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 11, 2018 to presentfactForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 8, 2010 to Jul 29, 2014factForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration
Mar 13, 2008 to Jan 15, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9acd128-7c97-5928-8054-73b2f8cdd85b
First observed: Mar 13, 2008
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.