DFX Intelligence

V•••••• E••••••• T•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

V•••••• E••••••• T•••••••••

Advisor at L•••

Orlando, FL | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:bea3a6e4-f649-22a2-ecb5-9c62f5aca4aa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 30, 2012 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: L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 12, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	May 21, 2026	n/a	yes	LOS ANGELES, CA\|Orlando, FL	Current employment
R••• L••• P•••••••	State registered	Aug 8, 2024	Apr 6, 2026	no	GLADSTONE, NJ\|Ocoee, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••• L••• P•••••••	L•••	Apr 6, 2026	May 21, 2026	45	Firm change	Other
F••••	R••• L••• P•••••••	Jan 4, 2022	Aug 8, 2024

Relationships

Registered with (4)

→ L•••Registered adviserregistration: current employment
May 21, 2026 to presentfactForm ADV
→ R••• L••• P•••••••Registered adviserregistration: previous registration
Aug 8, 2024 to Apr 6, 2026factForm ADV
→ F••••Registered adviserregistration: previous registration
Sep 20, 2019 to Jan 4, 2022factForm ADV
→ S••••• W••••• A•••••••• I•••

Dated events

Occurred
Apr 6, 2026
Advisor changed firm
V•••••• E••••••• T••••••••• left R••• L••• P••••••• for Lido (registered 2026-05-21)
Form ADVobserved 7 days ago
Occurred
Jan 4, 2022
Advisor changed firm
V•••••• E••••••• T••••••••• left Facet for R••• L••• P••••••• (registered 2024-08-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bea3a6e4-f649-22a2-ecb5-9c62f5aca4aa
First observed: Nov 30, 2012
Last observed: Sep 15, 2026 7 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.