RIA Intelligence
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D••••• W••••••
- Designations
- ChFC, CLU, JDreportedvirtuswealthsolutions.comas printed on the bio page, Sep 17, 2026
- Years, as the firm states
- 20reportedvirtuswealthsolutions.com“Over 20 years in the financial services industry”
- Business email
- dwarchol@virtuswealthsolutions.comreportedvirtuswealthsolutions.comfirm site, Sep 17, 2026
- Professional profile
- virtuswealthsolutions.com/team/dorota-warchol-chfc-clu-lutcf-jdreportedvirtuswealthsolutions.comfirm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- V••••• W••••• S•••••••• independent RIA currentsince Oct 10, 2024 · Cranford, Nj
- C••••••••• F•••••••• N•••••• national BDJul 28, 2020 to Oct 11, 2024 · Cranford, Nj
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Jul 28, 2020 · Iselin, Nj
- M•• F•••••••• S•••••••• I••• formerApr 10, 2007 to Mar 25, 2017 · Iselin, Nj
- C••••••••• F•••••••• N•••••• to V••••• W••••• S••••••••left Oct 11, 2024, registered Oct 10, 2024 (-1 days) · Affiliated broker-dealer or bank to a newly registered adviser
- M•• I•••••••• S•••••••• L•• to C••••••••• F•••••••• N••••••left Jul 28, 2020, registered Jul 28, 2020 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- D••••• W•••••• left C••••••••• F•••••••• N•••••• for V••••• W••••• S•••••••• (registered 2024-10-10)Oct 11, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address