DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

V•••••• V••••••••

Advisor at N••••••• W••••• M••••••••• G••••• L••

Las Vegas, NV

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Search this name across graphsid dfx:ria:c6f8e52f-8786-5892-a13a-4eb824f40584

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 16, 2023 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: N••••••• W••••• M••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••• W••••• M••••••••• G••••• L••	Independent wealth	Sep 22, 2025	n/a	yes	Las Vegas, NV	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 16, 2023	Sep 26, 2025	no	LAS VEGAS, NV\|SYRACUSE, NY\|LAS VEGAS, NV\|SYRACUSE, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	N••••••• W••••• M••••••••• G••••• L••	Sep 26, 2025	Sep 22, 2025	-4	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:174883:NY:2025-09-18	Sep 26, 2025	Sep 22, 2025	SYRACUSE, NY	Firm change

Relationships

Registered with (2)

→ N••••••• W••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Sep 22, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 16, 2023 to Sep 26, 2025factForm ADV

Dated events

Occurred
Sep 26, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6f8e52f-8786-5892-a13a-4eb824f40584
First observed: Jan 16, 2023
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.