DFX Intelligence

C••••••••• T•••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

C••••••••• T•••• S••••••

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

SCOTTSDALE, AZ | BRENTWOOD, TN

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Search this name across graphsid dfx:ria:bcf8ecf0-47a6-f8ff-7398-0c943f1d7b31

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2017 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••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• C•••••• M••••••••• L••	Independent wealth	Sep 27, 2018	n/a	yes	BRENTWOOD, TN\|SCOTTSDALE, AZ	Current employment
H••••• I••••••••• M••••••••• L••	Independent wealth	Feb 1, 2017	Oct 1, 2018	no	Scottsdale, AZ\|CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• I••••••••• M••••••••• L••	V••••• C•••••• M••••••••• L••	Oct 1, 2018	Sep 27, 2018	-4	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
119880:167816:OH:2018-09-17	Oct 1, 2018	Sep 27, 2018	CINCINNATI, OH	Firm change

Relationships

Registered with (2)

→ V••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Sep 27, 2018 to presentfactForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 1, 2017 to Oct 1, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bcf8ecf0-47a6-f8ff-7398-0c943f1d7b31
First observed: Feb 1, 2017
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.