DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

W••••• B•••• R•••••••

Advisor at V••• F•••••••• A•••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:bb0c4964-9070-5932-f8ec-2a70b8076146

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 26, 1995 to Sep 15, 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••• F•••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 26, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• R••••••••• A•••••••• L••	Other adviser	Apr 28, 2021	n/a	yes	WINDSOR, CT	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Nov 17, 2020	n/a	yes	REDLANDS, CA\|San Diego, CA\|PORTLAND, OR	Current employment

Relationships

Registered with (2)

→ V••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 28, 2021 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 17, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb0c4964-9070-5932-f8ec-2a70b8076146
First observed: Jul 26, 1995
Last observed: Sep 15, 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.