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

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RIA / WealthAdvisorChartered Financial Analyst31 years in industry

C•••••• L•• L•••••

Advisor at V••••••• C•••••• L••

ATLANTA, GA | Palm Beach Gardens, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fe325849-7249-9761-7746-7a57abb2a1ea

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 21, 2011 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•••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 4, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• C•••••• L••	Independent wealth	Sep 24, 2019	n/a	yes	Palm Beach Gardens, FL\|ATLANTA, GA	Current employment
F••••••• L••	Former SEC adviser	Nov 19, 2018	Dec 10, 2019	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• L••	V••••••• C•••••• L••	Dec 10, 2019	Sep 24, 2019	-77	Firm change after gap	RIA to RIA
G•••••• S•••• W••••• S•••••••• L•••	F••••••• L••	Nov 14, 2018

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
289863:304272:MN:2019-12-10	Dec 10, 2019	Sep 24, 2019	BURNSVILLE, MN	Firm change after gap
106693:289863:FL:2018-11-14	Nov 14, 2018	Nov 19, 2018	WEST PALM BEACH, FL	Firm change

Relationships

Registered with (3)

→ V••••••• C•••••• L••Registered adviserregistration: current employment
Sep 24, 2019 to presentfactForm ADV
→ F••••••• L••Registered adviserregistration: previous registration
Nov 19, 2018 to Dec 10, 2019factForm ADV
→ G•••••• S•••• W••••• S•••••••• L•••Registered adviserregistration: previous registration
Dec 21, 2011 to Nov 14, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe325849-7249-9761-7746-7a57abb2a1ea
First observed: Dec 21, 2011
Last observed: Sep 15, 2026 6 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.