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Registered advisor
V•••••• L••••• R•••••••
Feed of 09/14/2026
Also filed as V•••••• L••••••••• L••••••••• R••••••••• L••••• R•••••••
At current firm
5 y
since Sep 16, 2021
In the industry
25 y
since Mar 15, 2001 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- V••••••• A•••••••• I••• BD affiliated currentsince Sep 16, 2021 · Charlotte, Nc
- A••••• A•• P••••••• S••••••• BD affiliatedJan 23, 2008 to Dec 31, 2008 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- A••••• A•• P••••••• S••••••• to V••••••• A•••••••• I•••left Dec 31, 2008, registered Sep 16, 2021 (4642 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address