DFX Intelligence
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Registered advisor
P••••• R• V•••••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as P••••• R• V•••••••••
At current firm
1 y
since Sep 5, 2025
In the industry
34 y
since Apr 1, 1992 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Sep 5, 2025 · Alhambra, Ca
- A•••••• A••••••• S••••••• formerFeb 21, 2012 to Sep 5, 2025 · Alhambra, Ca
- W•••• F•••• I••••••••• L•• unclassifiedOct 21, 2003 to Feb 3, 2009 · Alhambra, Ca
Moves
a registration end followed by a registration begin elsewhere
- A•••••• A••••••• S••••••• to C••••• I••••••••• A••••••• L••left Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
- W•••• F•••• I••••••••• L•• to A•••••• A••••••• S•••••••left Feb 3, 2009, registered Feb 21, 2012 (1113 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address