DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

V•••••• R••••• G••••••••

S••••• M•••••••••independent RIALake Oswego, Or IA-onlyIAPD 1969451

Feed of 09/14/2026

Also filed as Vince Gimarelli

At current firm

0 y

since Feb 20, 2026

In the industry

37 y

since Jul 28, 1989 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••• M••••••••• independent RIA current
since Feb 20, 2026 · Lake Oswego, Or
A••••••••• I••• BD affiliated
Jan 31, 2024 to Feb 17, 2026 · Concord, Ca
A•• W••••• M••••••••• • C••••••••• S••••••• former
Sep 29, 2022 to Aug 7, 2023 · Bend, Or
O•••••• P••••••• independent RIA
Feb 8, 2021 to Feb 3, 2022 · Lake Oswego, Or
M••••• G••••• A••••••• I••• independent RIA
Apr 6, 2018 to Dec 31, 2020 · Bellevue, Wa
F•••••••• C•••••• M••••••••• L•• independent RIA
Nov 18, 2014 to Mar 16, 2018 · Portland, Or
B•• F••••• O•••••• L•• bank affiliated
Oct 3, 2012 to Apr 3, 2013 · Portland, Or
C•• C••••••••• L•• former
Jun 21, 2011 to Jul 23, 2012 · Portland, Or
E•••••••• C•••••• M••••••••• L•• independent RIA
Jan 13, 2010 to May 20, 2011 · Bellevue, Wa
C•••••• S••••• • C••• I••• national BD
Jul 25, 2007 to Jan 15, 2010 · Lake Oswego, Or

Moves

a registration end followed by a registration begin elsewhere

A••••••••• I••• to S••••• M•••••••••
left Feb 17, 2026, registered Feb 20, 2026 (3 days) · Affiliated broker-dealer or bank to independent RIA
A•• W••••• M••••••••• • C••••••••• S••••••• to A••••••••• I•••
left Aug 7, 2023, registered Jan 31, 2024 (177 days) · RIA to affiliated broker-dealer or bank
O•••••• P••••••• to A•• W••••• M••••••••• • C••••••••• S•••••••
left Feb 3, 2022, registered Sep 29, 2022 (238 days) · RIA to RIA
M••••• G••••• A••••••• I••• to O•••••• P•••••••
left Dec 31, 2020, registered Feb 8, 2021 (39 days) · RIA to RIA
F•••••••• C•••••• M••••••••• L•• to M••••• G••••• A••••••• I•••
left Mar 16, 2018, registered Apr 6, 2018 (21 days) · Other
B•• F••••• O•••••• L•• to F•••••••• C•••••• M••••••••• L••
left Apr 3, 2013, registered Nov 18, 2014 (594 days) · Other
C•• C••••••••• L•• to B•• F••••• O•••••• L••
left Jul 23, 2012, registered Oct 3, 2012 (72 days) · Other
E•••••••• C•••••• M••••••••• L•• to C•• C••••••••• L••
left May 20, 2011, registered Jun 21, 2011 (32 days) · Other
C•••••• S••••• • C••• I••• to E•••••••• C•••••• M••••••••• L••
left Jan 15, 2010, registered Jan 13, 2010 (-2 days) · Other

Signals

V•••••• R••••• G•••••••• left A••••••••• I••• for S••••• M••••••••• (registered 2026-02-20)
Feb 17, 2026 · Advisor changed firm · fact
V•••••• R••••• G•••••••• left A•• W••••• M••••••••• • C••••••••• S••••••• for A••••••••• I••• (registered 2024-01-31)
Aug 7, 2023 · Advisor changed firm · fact
V•••••• R••••• G•••••••• left O•••••• P••••••• for A•• W••••• M••••••••• • C••••••••• S••••••• (registered 2022-09-29)
Feb 3, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 37derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address