DFX Intelligence

C•••••• D••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner17 years in industry

C•••••• D••••• H••••••

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

FORT WAYNE, IN | INDIANAPOLIS, IN

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:26e247cf-1a46-b91d-5352-f062993488e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 22, 2014 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••••• P••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 28, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom 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••••• P••••••• W••••• A•••••••	Independent wealth	Oct 14, 2019	n/a	yes	INDIANAPOLIS, IN\|FORT WAYNE, IN	Current employment
L••••• F•••••••• G••••• L••	Bd affiliated wealth	Dec 22, 2014	Jan 2, 2018	no	INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• F•••••••• G••••• L••	V••••• P••••••• W••••• A•••••••	Jan 2, 2018	Oct 14, 2019	650	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
140599:290565:IN:2018-01-02	Jan 2, 2018	Oct 14, 2019	INDIANAPOLIS, IN	Firm change after gap

Relationships

Registered with (2)

→ V••••• P••••••• W••••• A•••••••Registered adviserregistration: current employment
Oct 14, 2019 to presentfactForm ADV
→ L••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Dec 22, 2014 to Jan 2, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26e247cf-1a46-b91d-5352-f062993488e1
First observed: Dec 22, 2014
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.