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••••••• V••••••••

T• P•••••• C••••• W••••• L••BD affiliatedLakewood, Nj dual registrantIAPD 4406166

Feed of 09/14/2026

Also filed as William Vinokur

At current firm

0 y

since Aug 3, 2026

In the industry

24 y

since Sep 21, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T• P•••••• C••••• W••••• L•• BD affiliated current
since Aug 3, 2026 · Lakewood, Nj
W•••• F•••• A••••••• wirehouse
May 6, 2024 to Jul 20, 2026 · New York, Ny
C•••••••• G••••• M•••••• I••• BD affiliated
Nov 1, 2021 to Apr 19, 2024 · New York, Ny
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 23, 2020 to Oct 1, 2021 · Brooklyn, Ny
S•••••••• S••••••••• BD affiliated
Apr 15, 2015 to Aug 28, 2020 · Brooklyn, Ny

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to T• P•••••• C••••• W••••• L••
left Jul 20, 2026, registered Aug 3, 2026 (14 days) · Wirehouse to affiliated broker-dealer or bank
C•••••••• G••••• M•••••• I••• to W•••• F•••• A•••••••
left Apr 19, 2024, registered May 6, 2024 (17 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••
left Oct 1, 2021, registered Nov 1, 2021 (31 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
S•••••••• S••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Aug 28, 2020, registered Sep 23, 2020 (26 days) · Affiliated broker-dealer or bank to wirehouse

Signals

V••••••• V•••••••• left W•••• F•••• A••••••• for T• P•••••• C••••• W••••• L•• (registered 2026-08-03)
Jul 20, 2026 · Advisor changed firm · fact
V••••••• V•••••••• left C•••••••• G••••• M•••••• I••• for W•••• F•••• A••••••• (registered 2024-05-06)
Apr 19, 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address