M••• N• H••••

Advisor at V••••• W••••• C••••••• L••

Tyler, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c10cf04d-bac3-c731-e4e4-33aa688bc4b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 15, 1998 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••••• C••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 18, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• W••••• C••••••• L••	State registered	Jun 2, 2019	n/a	yes	Tyler, TX	Current employment
S••••••••• A••••••• G••••• L••	Independent wealth	Apr 10, 2013	Jun 14, 2019	no	SCOTTSDALE, AZ\|CLERMONT, FL\|Scottsdale, AZ\|Tyler, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A••••••• G••••• L••	V••••• W••••• C••••••• L••	Jun 14, 2019	Jun 2, 2019	-12	Firm change	RIA to state RIA
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••	S••••••••• A••••••• G••••• L••	Dec 31, 2014

Relationships

Registered with (5)

→ V••••• W••••• C••••••• L••Registered adviserregistration: current employment
Jun 2, 2019 to presentfactForm ADV
→ S••••••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Apr 10, 2013 to Jun 14, 2019factForm ADV
→ U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••Registered adviserregistration: previous registration
Apr 8, 2011 to Dec 31, 2014factForm ADV
→ Q•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c10cf04d-bac3-c731-e4e4-33aa688bc4b7
First observed: Oct 15, 1998
Last observed: Sep 14, 2026 9 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.