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••••• D••••• M•••••••

E•••••• A••••••• G••••• L••BD affiliatedGreenwood Village, Co dual registrantIAPD 7182366

Feed of 09/14/2026

Also filed as Victor Martinez

At current firm

0 y

since Aug 3, 2026

In the industry

11 y

since May 1, 2015 (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

E•••••• A••••••• G••••• L•• BD affiliated current
since Aug 3, 2026 · Dunwoody, Ga
J••• M••••• S••••••••• L•• wirehouse
Oct 20, 2022 to Jul 21, 2026 · Atlanta, Ga
W•••• F•••• A••••••• wirehouse
Feb 7, 2022 to Aug 23, 2022 · Atlanta, Ga
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 1, 2020 to Sep 27, 2021 · Norcross, Ga

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to E•••••• A••••••• G••••• L••
left Jul 21, 2026, registered Aug 3, 2026 (13 days) · Wirehouse to affiliated broker-dealer or bank
W•••• F•••• A••••••• to J••• M••••• S••••••••• L••
left Aug 23, 2022, registered Oct 20, 2022 (58 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left Sep 27, 2021, registered Feb 7, 2022 (133 days) · Wirehouse to wirehouse

Signals

V••••• D••••• M••••••• left J••• M••••• S••••••••• L•• for E•••••• A••••••• G••••• L•• (registered 2026-08-03)
Jul 21, 2026 · Advisor changed firm · fact
V••••• D••••• M••••••• left W•••• F•••• A••••••• for J••• M••••• S••••••••• L•• (registered 2022-10-20)
Aug 23, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address