DFX Intelligence

B•••••• D••••• O•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

B•••••• D••••• O•••••••

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

Annapolis, MD | MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:fde529e4-495e-5cf6-8b49-290384a30148

Data as of Sep 15, 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: 6
Dated events: 2
On other graphs: 0
Observed: Sep 16, 2015 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•• C•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•• C•••••• W••••• M••••••••• L••	Independent wealth	May 6, 2024	n/a	yes	Annapolis, MD\|MINNEAPOLIS, MN	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	May 17, 2022	May 6, 2024	no	AUSTIN, TX\|Germantown, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	V•• C•••••• W••••• M••••••••• L••	May 6, 2024	May 6, 2024	0	Firm change	Ibd to RIA
C•••••• S••••• • C••• I•••	K••••• A••••••• S•••••••• L••	May 24, 2022	May 17, 2022

Relationships

Registered with (6)

→ V•• C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 6, 2024 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
May 17, 2022 to May 6, 2024factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Dec 5, 2019 to May 24, 2022factForm ADV
→ M••••• S••••••

Dated events

Occurred
May 6, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 24, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fde529e4-495e-5cf6-8b49-290384a30148
First observed: Sep 16, 2015
Last observed: Sep 15, 2026 8 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.