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

R••••• D••••• C••••••••

V•••••• P•• L••no RAUMTampa, FlIA-onlyIAPD 6757353

Feed of 09/14/2026

Also filed as Dan C••••••••

At current firm

0 y

since Jan 28, 2026

In the industry

13 y

since Jun 1, 2013 (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

V•••••• P•• L•• no RAUM current
since Jan 28, 2026 · Tampa, Fl
O••••••••• institutional
Jun 16, 2022 to Jul 24, 2025 · Tampa, Fl
F••••• I••••••••• independent RIA
Feb 4, 2020 to Apr 14, 2022 · Camas, Wa
F••••••• P••••••• A•• W•••••••• A••••••• former
May 31, 2019 to Jan 30, 2020 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

O••••••••• to V•••••• P•• L••
left Jul 24, 2025, registered Jan 28, 2026 (188 days) · Other
F••••• I••••••••• to O•••••••••
left Apr 14, 2022, registered Jun 16, 2022 (63 days) · Other
F••••••• P••••••• A•• W•••••••• A••••••• to F••••• I•••••••••
left Jan 30, 2020, registered Feb 4, 2020 (5 days) · Affiliated broker-dealer or bank to independent RIA

Signals

R••••• D••••• C•••••••• left Onedigital for V•••••• P•• L•• (registered 2026-01-28)
Jul 24, 2025 · Advisor changed firm · fact
R••••• D••••• C•••••••• left F••••• I••••••••• for Onedigital (registered 2022-06-16)
Apr 14, 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: No RAUM reportedderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address