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

B•••••• V••••• R•••••••••

I••••••••• A•••••• A•••••••• L••i••••••••• wealthWeston, Fldual registrantIAPD 2848008

Feed of 09/14/2026

Also filed as B•••••• V•••••

At current firm

5 y

since Jun 20, 2021

In the industry

28 y

since Sep 24, 1997 (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

I••••••••• A•••••• A•••••••• L•• i••••••••• wealth current
since Jun 20, 2021 · Weston, Fl
I••••••••• F•••••••• P••••••• BD affiliated
Feb 15, 2012 to Mar 22, 2019 · Weston, Fl
C•••••• G••••••• W••••• M••••••••• L•• former
Jun 4, 2010 to Jan 10, 2012 · Miami, Fl
C•••••••• G••••• M•••••• I••• BD affiliated
May 29, 2007 to May 26, 2010 · Pembroke Pines, Fl
C••••••• I••••••••• S••••••• unclassified
May 14, 2003 to May 29, 2007 · Dania, Fl

Moves

a registration end followed by a registration begin elsewhere

I••••••••• F•••••••• P••••••• to I••••••••• A•••••• A•••••••• L••
left Mar 22, 2019, registered Jun 20, 2021 (821 days) · Affiliated broker-dealer or bank to independent RIA
C•••••• G••••••• W••••• M••••••••• L•• to I••••••••• F•••••••• P•••••••
left Jan 10, 2012, registered Feb 15, 2012 (36 days) · Other
C•••••••• G••••• M•••••• I••• to C•••••• G••••••• W••••• M••••••••• L••
left May 26, 2010, registered Jun 4, 2010 (9 days) · Other
C••••••• I••••••••• S••••••• to C•••••••• G••••• M•••••• I•••
left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

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: I••••••••• WEALTHderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address