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

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RIA / WealthAdvisor13 years in industry

V••••••• C••••• S•••••••

Advisor at N•• H••••••• W••••• M•••••••••

CEDAR KNOLLS, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 20, 2012 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•• H••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 19, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•• H••••••• W••••• M•••••••••	Independent wealth	Oct 9, 2024	n/a	yes	CEDAR KNOLLS, NJ	Current employment
D•••••• L••• S••••• L••	Former SEC adviser	Apr 11, 2022	Jul 9, 2024	no	ROME, GA\|CINCINNATI, OH\|ROME, GA\|ROME, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• L••• S••••• L••	N•• H••••••• W••••• M•••••••••	Jul 9, 2024	Oct 9, 2024	92	Firm change	RIA to RIA
P•••••• 7• C••••••	D•••••• L••• S••••• L••	Dec 9, 2022	Apr 11, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
284519:141238:TX:2022-12-09	Dec 9, 2022	Apr 11, 2022	HOUSTON, TX	Firm change after gap
41534:284519:OH:2020-12-31	Dec 31, 2020	Jan 15, 2021	CINCINNATI, OH	Firm change

Relationships

Registered with (4)

→ N•• H••••••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 9, 2024 to presentfactForm ADV
→ D•••••• L••• S••••• L••Registered adviserregistration: previous registration
Apr 11, 2022 to Jul 9, 2024factForm ADV
→ P•••••• 7• C••••••Registered adviserregistration: previous registration
Jan 15, 2021 to Dec 9, 2022factForm ADV
→ S••••••••• W••••• M••••••••• L••

Dated events

Order

Occurred
9 Jul 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
9 Dec 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 20, 2012
Last observed: Sep 14, 2026 10 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.