DFX Intelligence

L••••• G•••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

L••••• G•••• C••••••

Advisor at V••••• P••••••• W••••• A•••••••

FORT WAYNE, IN | NASHVILLE, TN

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Search this name across graphsid dfx:ria:03f12499-6c81-201e-fdd2-208ebd223957

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 12, 2021 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: V••••• P••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• P••••••• W••••• A•••••••	Independent wealth	May 26, 2026	n/a	yes	NASHVILLE, TN\|FORT WAYNE, IN	Current employment
W•••••• • A••••••••• L••	Former SEC adviser	May 8, 2024	Jun 25, 2026	no	MEMPHIS, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • A••••••••• L••	V••••• P••••••• W••••• A•••••••	Jun 25, 2026	May 26, 2026	-30	Firm change	RIA to RIA
C••••• P••••••• O••• L••	W•••••• • A••••••••• L••	Apr 17, 2023	May 8, 2024

Relationships

Registered with (3)

→ V••••• P••••••• W••••• A•••••••Registered adviserregistration: current employment
May 26, 2026 to presentfactForm ADV
→ W•••••• • A••••••••• L••Registered adviserregistration: previous registration
May 8, 2024 to Jun 25, 2026factForm ADV
→ C••••• P••••••• O••• L••Registered adviserregistration: previous registration
Aug 12, 2021 to Apr 17, 2023factForm ADV

Dated events

Occurred
Jun 25, 2026
Advisor changed firm
L••••• G•••• C•••••• left W•••••• • A••••••••• L•• for V••••• P••••••• W••••• A••••••• (registered 2026-05-26)
Form ADVobserved 7 days ago
Occurred
Apr 17, 2023
Advisor changed firm
L••••• G•••• C•••••• left C••••• P••••••• O••• L•• for W•••••• • A••••••••• L•• (registered 2024-05-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03f12499-6c81-201e-fdd2-208ebd223957
First observed: Aug 12, 2021
Last observed: Sep 15, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.