DFX Intelligence

RIA Intelligence

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Registered advisor

D••••• M• P••••

V••••• W••••• S••••••••independent RIACranford, NjIA-onlyIAPD 4583282

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Sep 30, 2024

In the industry

23 y

since Oct 1, 2002 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Managerreportedvirtuswealthsolutions.comfirm site, Sep 17, 2026
Designations: CFPreportedvirtuswealthsolutions.comas printed on the bio page, Sep 17, 2026
Business email: dpatel@virtuswealthsolutions.comreportedvirtuswealthsolutions.comfirm site, Sep 17, 2026
Professional profile: virtuswealthsolutions.com/team/devang-patel-cfpreportedvirtuswealthsolutions.comfirm site, Sep 17, 2026
Professional profile: linkedin.com/in/devang-patel-97772b206reportedvirtuswealthsolutions.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.

Registration history

IAPD current and previous registrations

V••••• W••••• S•••••••• independent RIA current
since Sep 30, 2024 · Cranford, Nj
C••••••••• F•••••••• N•••••• national BD
Jul 24, 2020 to Oct 11, 2024 · Waltham, Ma
I•• P••••••• S••••••••• L•• unclassified
Mar 29, 2017 to Aug 17, 2018 · Iselin, Nj
M•• I•••••••• S•••••••• L•• BD affiliated
Mar 25, 2017 to Jul 28, 2020 · Elkridge, Md
M•• F•••••••• S•••••••• I••• former
Jun 11, 2003 to Mar 25, 2017 · Fairfield, Nj

Moves

a registration end followed by a registration begin elsewhere

C••••••••• F•••••••• N•••••• to V••••• W••••• S••••••••
left Oct 11, 2024, registered Sep 30, 2024 (-11 days) · Affiliated broker-dealer or bank to a newly registered adviser
M•• I•••••••• S•••••••• L•• to I•• P••••••• S••••••••• L••
left Jul 28, 2020, registered Mar 29, 2017 (-1217 days) · Other
I•• P••••••• S••••••••• L•• to C••••••••• F•••••••• N••••••
left Aug 17, 2018, registered Jul 24, 2020 (707 days) · Other
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

Signals

D••••• M• P•••• left C••••••••• F•••••••• N•••••• for V••••• W••••• S•••••••• (registered 2024-09-30)
Oct 11, 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: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address