DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
B•••••• V•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as B•••••• M• V•••••
At current firm
1 y
since Nov 12, 2024
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- V••••••• W••••• P••••••• state registered currentsince Nov 12, 2024 · Elkhart, In
- N••••••• F•••••••• unclassifiedMar 10, 2023 to Aug 12, 2024 · Lacey, Wa
- C••••••••• F•••••••• N•••••• national BDFeb 1, 2023 to Aug 12, 2024 · Lacey, Wa
- L•• F•••••••• L•• BD affiliatedMar 22, 2021 to Aug 11, 2021 · Bloomfield, In
- C•••••• S••••• • C••• I••• national BDDec 9, 2019 to Dec 11, 2020 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- N••••••• F•••••••• to V••••••• W••••• P•••••••left Aug 12, 2024, registered Nov 12, 2024 (92 days) · Other
- C••••••••• F•••••••• N•••••• to N••••••• F••••••••left Aug 12, 2024, registered Mar 10, 2023 (-521 days) · Other
- L•• F•••••••• L•• to C••••••••• F•••••••• N••••••left Aug 11, 2021, registered Feb 1, 2023 (539 days) · Affiliated broker-dealer or bank to another
- C•••••• S••••• • C••• I••• to L•• F•••••••• L••left Dec 11, 2020, registered Mar 22, 2021 (101 days) · Affiliated broker-dealer or bank to another
Signals
- ••• LockedAug 12, 2024 · Advisor changed firm · fact
- ••• LockedAug 12, 2024 · Advisor changed firm · fact
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address