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

A•••••• R•••••• V••••••

A•••• W••••• L••state registeredSan Antonio, TxIA-onlyIAPD 7529559

Feed of 09/14/2026

Also filed as A•••••• V••••••

At current firm

0 y

since Jan 14, 2026

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

A•••• W••••• L•• state registered current
since Jan 14, 2026 · San Antonio, Tx
R••••••• W••••• M••••••••• independent RIA
Feb 7, 2025 to Nov 24, 2025 · Kerrville, Tx
C•••••• A••••••• S•••••••• L•• independent RIA
Jul 18, 2024 to Jul 24, 2025 · San Antonio, Tx
M•• I•••••••• S•••••••• L•• BD affiliated
Sep 26, 2022 to Jul 12, 2024 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

R••••••• W••••• M••••••••• to A•••• W••••• L••
left Nov 24, 2025, registered Jan 14, 2026 (51 days) · RIA to a state-registered adviser
C•••••• A••••••• S•••••••• L•• to R••••••• W••••• M•••••••••
left Jul 24, 2025, registered Feb 7, 2025 (-167 days) · RIA to RIA · moved with a team
M•• I•••••••• S•••••••• L•• to C•••••• A••••••• S•••••••• L••
left Jul 12, 2024, registered Jul 18, 2024 (6 days) · Affiliated broker-dealer or bank to independent RIA

Signals

A•••••• R•••••• V•••••• left R••••••• W••••• M••••••••• for A•••• W••••• L•• (registered 2026-01-14)
Nov 24, 2025 · Advisor changed firm · fact
A•••••• R•••••• V•••••• left C•••••• A••••••• S•••••••• L•• for R••••••• W••••• M••••••••• (registered 2025-02-07)
Jul 24, 2025 · Advisor changed firm · fact
A•••••• R•••••• V•••••• left M•• I•••••••• S•••••••• L•• for C•••••• A••••••• S•••••••• L•• (registered 2024-07-18)
Jul 12, 2024 · 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: STATE REGISTEREDderived
Years in industry: 9derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address