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••••••• O• L••••••••

C••••• I••••••••• A•••••••• L••mixed wealthPasadena, Ca IA-onlyIAPD 6831434

Feed of 09/15/2026

Also filed as V••••••• Oleksandrivna L••••••••

At current firm

4 y

since Mar 28, 2022

In the industry

9 y

since Oct 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

D••••• C••••••• L•• independent RIA current
since Aug 26, 2025 · Washington, Dc
C••••• I••••••••• A•••••••• L•• mixed wealth current
since Mar 28, 2022 · Washington, Dc
M••••• S•••••• wirehouse
Oct 30, 2019 to Mar 29, 2022 · Washington, Dc
T• A••••••••• I••••••••• M••••••••• L•• former
Nov 16, 2017 to Aug 14, 2019 · Washington, Dc
T• A••••••••• I••• former
Nov 13, 2017 to Aug 14, 2019 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to C••••• I••••••••• A•••••••• L••
left Mar 29, 2022, registered Mar 28, 2022 (-1 days) · Wirehouse to independent RIA
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Aug 14, 2019, registered Nov 16, 2017 (-636 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to M••••• S••••••
left Aug 14, 2019, registered Oct 30, 2019 (77 days) · RIA to wirehouse

Signals

V••••••• O• L•••••••• left M••••• S•••••• for C••••• I••••••••• A•••••••• L•• (registered 2022-03-28)
Mar 29, 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: Wealth manager with institutional or fund businessderived
Years in industry: 9derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address