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••••••••

E•••• S••••••••• L••BD affiliatedWaltham, Madual registrantIAPD 3268694

Feed of 09/14/2026

Also filed as Veralucia Depina Santos

At current firm

0 y

since Oct 21, 2025

In the industry

27 y

since Feb 1, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••• S••••••••• L•• BD affiliated current
since Oct 21, 2025 · Waltham, Ma
A••••••••• F•••••••• S•••••••• L•• national BD
Jun 11, 2024 to Feb 4, 2025 · Waltham, Ma
M••••• S•••••• wirehouse
Jul 9, 2021 to Jun 13, 2024 · Boston, Ma
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 9, 2015 to May 24, 2019 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to E•••• S••••••••• L••
left Feb 4, 2025, registered Oct 21, 2025 (259 days) · Affiliated broker-dealer or bank to another
M••••• S•••••• to A••••••••• F•••••••• S•••••••• L••
left Jun 13, 2024, registered Jun 11, 2024 (-2 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left May 24, 2019, registered Jul 9, 2021 (777 days) · Wirehouse to wirehouse

Signals

V••••••••• R•••••••• left A••••••••• F•••••••• S•••••••• L•• for E•••• S••••••••• L•• (registered 2025-10-21)
Feb 4, 2025 · Advisor changed firm · fact
V••••••••• R•••••••• left M••••• S•••••• for A••••••••• F•••••••• S•••••••• L•• (registered 2024-06-11)
Jun 13, 2024 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address