G•••••• V••••••

Advisor at V••••••• A•••••••• I•••

PLANO, TX

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 10, 2014 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: V••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 2, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• A•••••••• I•••	Bd affiliated wealth	Feb 18, 2026	n/a	yes	PLANO, TX	Current employment
S••••• I••••••••• A••••••• I••	Independent wealth	Sep 18, 2024	Oct 23, 2025	no	Brownsville, TX\|Dallas, TX\|MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• I••••••••• A••••••• I••	V••••••• A•••••••• I•••	Oct 23, 2025	Feb 18, 2026	118	Firm change	RIA to ibd
L•• F•••••••• L••	S••••• I••••••••• A••••••• I••	Dec 18, 2023	Sep 18, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
111514:7870:TX:2018-01-18	Jan 31, 2018	Oct 21, 2016	FORT WORTH, TX	Firm change after gap
111514:7870:TX:2016-01-19	Jan 19, 2016	Feb 10, 2014	FORT WORTH, TX	Firm change after gap

Relationships

Registered with (5)

→ V••••••• A•••••••• I•••Registered adviserregistration: current employment
Feb 18, 2026 to presentfactForm ADV
→ S••••• I••••••••• A••••••• I••Registered adviserregistration: previous registration
Sep 18, 2024 to Oct 23, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 31, 2019 to Dec 18, 2023factForm ADV
→ T• A••••••••• I•••

Dated events

Occurred
Oct 23, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 10, 2014
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.