DFX Intelligence

K•••••• A•••••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst24 years in industry

K•••••• A•••••••• M•••••

Advisor at V•••••••• W••••• A•••••••• L••

ST. LOUIS, MO | O Fallon, IL

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Search this name across graphsid dfx:ria:1759f390-58c5-8f13-ddd3-abc6b8a046d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2008 to Sep 14, 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•••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• W••••• A•••••••• L••	Independent wealth	Oct 15, 2019	n/a	yes	O Fallon, IL\|ST. LOUIS, MO	Current employment
E••••• J••••	National bd RIA	Jan 7, 2008	Sep 4, 2019	no	ST LOUIS, MO\|ST LOUIS, MO\|ST. LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	V•••••••• W••••• A•••••••• L••	Sep 4, 2019	Oct 15, 2019	41	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ V•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Oct 15, 2019 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 7, 2008 to Sep 4, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1759f390-58c5-8f13-ddd3-abc6b8a046d9
First observed: Jan 7, 2008
Last observed: Sep 14, 2026 9 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.