DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor26 years in industry

C•••••• C•••••• A•••••••

Advisor at V••••• I••••••••• P•••••••

San Antonio, TX | BEAUFORT, SC

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:d849cbc2-b0fd-3651-59bc-a11fb7504911

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Nov 30, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

C•••••• C•••••• A•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: V••••• I••••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• I••••••••• P•••••••	Independent wealth	Jan 12, 2021	n/a	yes	BEAUFORT, SC\|San Antonio, TX	Current employment
V••••• I••••••••• P•••••••	Independent wealth	Jan 12, 2009	Dec 31, 2020	no	SAN ANTONIO, TX\|BEAUFORT, SC\|San Antonio, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• C•••••• P•••••••• L••	V••••• I••••••••• P•••••••	Dec 31, 2008	Jan 12, 2009	12	Firm change	Other

Relationships

Registered with (2)

→ V••••• I••••••••• P•••••••Registered adviserregistration: previous registration
Jan 12, 2009 to Dec 31, 2020factForm ADV
→ A••••••• C•••••• P•••••••• L••Registered adviserregistration: previous registration
Nov 30, 2007 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d849cbc2-b0fd-3651-59bc-a11fb7504911
First observed: Nov 30, 2007
Last observed: Sep 14, 2026 8 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.