DFX Intelligence

D••••••• B• A•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

D••••••• B• A•••••••

Advisor at V•••••• A•••••••• I•••

Onalaska, WI

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Search this name across graphsid dfx:ria:22ddb3c9-7235-e122-2d5c-388644332782

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 6
On other graphs: 0
Observed: Jul 1, 2013 to Sep 17, 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•••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 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
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••••••• I•••	Bd affiliated wealth	Apr 13, 2026	n/a	yes	Onalaska, WI	Current employment

Relationships

Registered with (1)

→ V•••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 13, 2026 to presentfactForm ADV

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Show 6 bookkeeping events

Occurred
Sep 16, 2026
••• Locked
Occurred
Sep 16, 2026
••• Locked
Occurred
Sep 14, 2026
••• Locked
Occurred
Sep 14, 2026
••• Locked
Occurred
Sep 14, 2026
••• Locked
Occurred
Sep 14, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22ddb3c9-7235-e122-2d5c-388644332782
First observed: Jul 1, 2013
Last observed: Sep 17, 2026 6 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.