J•••••••• A••••

Advisor at V•••••• I••••••••• P••••••• L••

CLAYTON, MO | Clayton, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c3f02a6-8e96-f3ac-8ffc-6f1095f6bb39

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 26, 2001 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•••••• I••••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• I••••••••• P••••••• L••	State registered	Oct 31, 2023	n/a	yes	Clayton, MO\|CLAYTON, MO	Current employment
A••••• W••••• M•••••••••	Former SEC adviser	Jun 23, 2021	Jan 24, 2023	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• P•••••••• I•••	A••••• W••••• M•••••••••	Jul 18, 2023	Jun 23, 2021	-755	Firm change after gap	Ibd to RIA
A••••• W••••• M•••••••••	V•••••• I••••••••• P••••••• L••	Jan 24, 2023	Oct 31, 2023

Relationships

Registered with (7)

→ V•••••• I••••••••• P••••••• L••Registered adviserregistration: current employment
Oct 31, 2023 to presentfactForm ADV
→ B•• P•••••••• I•••Registered adviserregistration: previous registration
Oct 22, 2014 to Jul 18, 2023factForm ADV
→ A••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jun 23, 2021 to Jan 24, 2023factForm ADV
→ I•••••••• A•••••••• L••

Dated events

Occurred
Jul 18, 2023
Advisor changed firm
J•••••••• A•••• left B•• P•••••••• I••• for A••••• W••••• M••••••••• (registered 2021-06-23)
Form ADVobserved 7 days ago
Occurred
Jan 24, 2023
Advisor changed firm
J•••••••• A•••• left A••••• W••••• M••••••••• for V•••••• I••••••••• P••••••• L•• (registered 2023-10-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c3f02a6-8e96-f3ac-8ffc-6f1095f6bb39
First observed: Jun 26, 2001
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.