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.
Registered advisor
Victoria Ann Wilk
Feed of 09/15/2026
At current firm
0 y
since Jan 8, 2026
In the industry
19 y
since Jun 1, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Mutual Advisors, LLC BD affiliated currentsince Jan 8, 2026 · Manhattan Beach, Ca
- Independent Financial Group, LLC BD affiliatedMar 1, 2017 to Apr 21, 2022 · Hermosa Beach, Ca
- First Allied Advisory Services, Inc. formerJul 2, 2012 to Mar 28, 2017 · Manhattan Beach, Ca
- Ira Wealth Management unclassifiedMar 29, 2010 to Jan 10, 2014
- First Allied Securities, Inc. formerDec 1, 2009 to Jul 2, 2012 · El Segundo, Ca
- Waddell & Reed formerMar 3, 2008 to Apr 21, 2008 · Torrance, Ca
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Group, LLC to Mutual Advisors, LLCleft Apr 21, 2022, registered Jan 8, 2026 (1358 days) · Affiliated broker-dealer or bank to another
- First Allied Advisory Services, Inc. to Independent Financial Group, LLCleft Mar 28, 2017, registered Mar 1, 2017 (-27 days) · Other
- Ira Wealth Management to First Allied Advisory Services, Inc.left Jan 10, 2014, registered Jul 2, 2012 (-557 days) · Other
- First Allied Securities, Inc. to Ira Wealth Managementleft Jul 2, 2012, registered Mar 29, 2010 (-826 days) · Other
- Waddell & Reed to First Allied Securities, Inc.left Apr 21, 2008, registered Dec 1, 2009 (589 days) · Other
Signals
- Victoria Ann Wilk left Independent Financial Group, Llc for Mutual Advisors, Llc (registered 2026-01-08)Apr 21, 2022 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address