DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

R••••• U••••••••

Advisor at V•••• W••••• M••••••••• L••

PONTE VEDRA BEACH, FL

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Search this name across graphsid dfx:ria:ed7b1103-c961-0e26-7fb6-6b563c872d43

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 12, 2015 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•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• W••••• M••••••••• L••	Independent wealth	May 17, 2019	n/a	yes	PONTE VEDRA BEACH, FL	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Feb 2, 2017	Apr 27, 2017	no	PONTE VEDRA BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	V•••• W••••• M••••••••• L••	Apr 27, 2017	May 17, 2019	750	Firm change after gap	Other
S••••••• I••••••••• S•••••••• I•••	T••••• A••••••• S•••••••• I•••	Jan 6, 2017	Feb 2, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
17499:283390:FL:2017-01-06	Jan 6, 2017	Feb 2, 2017	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (4)

→ V•••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 17, 2019 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 2, 2017 to Apr 27, 2017factForm ADV
→ S••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 17, 2016 to Jan 6, 2017factForm ADV
→ M••••• S••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed7b1103-c961-0e26-7fb6-6b563c872d43
First observed: Aug 12, 2015
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.