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•••••• T•••••

C•••••• S••••• • C••• I•••national BDHuntsville, Al dual registrantIAPD 5405883

Feed of 09/15/2026

Also filed as V•••••• Maria Murillo

At current firm

1 y

since Apr 25, 2025

In the industry

18 y

since Dec 12, 2007 (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

Registration history

IAPD current and previous registrations

C•••••• S••••• • C••• I••• national BD current
since Apr 25, 2025 · Mountain Brook, Al
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 19, 2024 to Mar 14, 2025 · Plano, Tx
S••••• W••••• A•••••••• I••• no RAUM
Jun 14, 2021 to Oct 20, 2023 · Westlake, Tx
M••••• S•••••• wirehouse
Nov 13, 2020 to May 10, 2021 · Tampa, Fl
A••••• A•• P••••••• S••••••• BD affiliated
May 28, 2019 to Nov 13, 2020 · Frisco, Tx
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 8, 2018 to Apr 23, 2019 · San Antonio, Tx
U••• F•••••••• P••••••• S••••••• former
May 5, 2014 to Jan 8, 2018 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

U••• I••••••••• S••••••• C•••••• to C•••••• S••••• • C••• I•••
left Mar 14, 2025, registered Apr 25, 2025 (42 days) · Other
S••••• W••••• A•••••••• I••• to U••• I••••••••• S••••••• C••••••
left Oct 20, 2023, registered Jan 19, 2024 (91 days) · Other
M••••• S•••••• to S••••• W••••• A•••••••• I•••
left May 10, 2021, registered Jun 14, 2021 (35 days) · Other
A••••• A•• P••••••• S••••••• to M••••• S••••••
left Nov 13, 2020, registered Nov 13, 2020 (0 days) · Affiliated broker-dealer or bank to wirehouse
U••• I••••••••• S••••••• C•••••• to A••••• A•• P••••••• S•••••••
left Apr 23, 2019, registered May 28, 2019 (35 days) · Affiliated broker-dealer or bank to another
U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move

Signals

V•••••• T••••• left U••• I••••••••• S••••••• C•••••• for C•••••• S••••• • C••• I••• (registered 2025-04-25)
Mar 14, 2025 · Advisor changed firm · fact
V•••••• T••••• left S••••• W••••• A•••••••• I••• for U••• I••••••••• S••••••• C•••••• (registered 2024-01-19)
Oct 20, 2023 · 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: National broker-dealer RIAderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address