DFX Intelligence

R•••••• J••• A••••••• N••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

R•••••• J••• A••••••• N••••••

Advisor at V•••••• C••••••• L••

MIAMI, FL | New York, NY

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Search this name across graphsid dfx:ria:fad929e5-c313-13bf-8f74-fd9f5b3b8c2d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 15, 2011 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•••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 14, 2011earliest 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• C••••••• L••	Independent wealth	Oct 22, 2025	n/a	yes	New York, NY\|MIAMI, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jul 25, 2012	Mar 7, 2022	no	New York, NY\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	V•••••• C••••••• L••	Mar 7, 2022	Oct 22, 2025	1,325	Firm change after gap	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••••• G••••• M•••••• I•••	Jul 3, 2012	Jul 25, 2012

Relationships

Registered with (3)

→ V•••••• C••••••• L••Registered adviserregistration: current employment
Oct 22, 2025 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jul 25, 2012 to Mar 7, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 15, 2011 to Jul 3, 2012factForm ADV

Dated events

Occurred
Mar 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fad929e5-c313-13bf-8f74-fd9f5b3b8c2d
First observed: Nov 15, 2011
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.