M••••• C•••

Advisor at V••••• W••••• M•••••••• I•••

Aventura, FL | PARAMUS, NJ

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:dc507772-630b-c08b-a536-4a0c1f71846d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2014 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: V••••• W••••• M•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 16, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• W••••• M•••••••• I•••	Independent wealth	Aug 7, 2023	n/a	yes	PARAMUS, NJ\|Aventura, FL	Current employment
V••••• F•••••••• M••••••••• I•••	Bd affiliated wealth	Jan 3, 2014	Feb 11, 2015	no	AVENTURA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• F•••••••• M••••••••• I•••	V••••• W••••• M•••••••• I•••	Feb 11, 2015	Aug 7, 2023	3,099	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ V••••• W••••• M•••••••• I•••Registered adviserregistration: current employment
Aug 7, 2023 to presentfactForm ADV
→ V••••• F•••••••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 3, 2014 to Feb 11, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc507772-630b-c08b-a536-4a0c1f71846d
First observed: Jan 3, 2014
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.