DFX Intelligence

M••••• T••••• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)42 years in industry

M••••• T••••• T••••••

Advisor at V•••• F••••••••

LOUISVILLE, CO

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Search this name across graphsid dfx:ria:f02687b6-0e52-7343-d284-2781e8f639e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 22, 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•••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 22, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• F••••••••	Independent wealth	Feb 23, 2026	n/a	yes	LOUISVILLE, CO	Current employment
W•••••• W••••• M••••••••• L••	Independent wealth	Jun 22, 2016	Feb 4, 2026	no	BOULDER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• W••••• M••••••••• L••	V•••• F••••••••	Feb 4, 2026	Feb 23, 2026	19	Firm change	RIA to RIA
W•••••• W••••• M••••••••• L••	W•••••• W••••• M••••••••• L••	Jun 22, 2016	Jun 22, 2016

Relationships

Registered with (3)

→ V•••• F••••••••Registered adviserregistration: current employment
Feb 23, 2026 to presentfactForm ADV
→ W•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 22, 2016 to Feb 4, 2026factForm ADV
→ W•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 22, 2015 to Jun 22, 2016factForm ADV

Dated events

Occurred
Feb 4, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f02687b6-0e52-7343-d284-2781e8f639e7
First observed: Jan 22, 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.