DFX Intelligence

R•••••• G••••• F••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

R•••••• G••••• F••

Advisor at S••••••• W••••• A••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:d3ad05ac-83d8-4598-8138-107dc2e0a437

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 1, 2011 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: S••••••• W••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• P•••• A•••••••• L••	Independent wealth	May 3, 2022	n/a	yes	SAN FRANCISCO, CA	Current employment
S••••••• W••••• A••••••• L••	Independent wealth	Jul 6, 2011	n/a	yes	PHILADELPHIA, PA\|Savannah, GA	Current employment

Relationships

Registered with (2)

→ V••••• P•••• A•••••••• L••Registered adviserregistration: current employment
May 3, 2022 to presentfactForm ADV
→ S••••••• W••••• A••••••• L••Registered adviserregistration: current employment
Jul 6, 2011 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3ad05ac-83d8-4598-8138-107dc2e0a437
First observed: May 1, 2011
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.