DFX Intelligence

N•••• L•• B•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

N•••• L•• B•••••••••

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

Clinton Township, MI

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Search this name across graphsid dfx:ria:fdfcae05-9317-b7e1-f0fd-12589e01a687

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 8, 2010 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•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 29, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• C•••••• M••••••••• L••	Independent wealth	Jul 1, 2025	n/a	yes	Clinton Township, MI	Current employment
B••••••••• W••••• A•••••••• L••	No RAUM reported	Dec 21, 2017	Jun 26, 2025	no	Troy, MI\|CHESTERFIELD, MI\|Sterling Heights, MI\|WHEATON, IL\|Mt. Clemens, MI\|Clinton Township, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• W••••• A•••••••• L••	V••••• C•••••• M••••••••• L••	Jun 26, 2025	Jul 1, 2025	5	Firm change	Other
W•••••••• I••••••••• L••	M••••• I••••••••• L••	Dec 31, 2017	Mar 30, 2017

Relationships

Registered with (4)

→ V••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 21, 2017 to Jun 26, 2025factForm ADV
→ W•••••••• I••••••••• L••Registered adviserregistration: previous registration
Oct 8, 2010 to Dec 31, 2017factForm ADV
→ M••••• I••••••••• L••Registered adviser

Dated events

Occurred
Jun 26, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fdfcae05-9317-b7e1-f0fd-12589e01a687
First observed: Oct 8, 2010
Last observed: Sep 14, 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.