DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

G•••••• L••• M•••••••

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

ST. LOUIS, MO | EDWARDSVILLE, IL

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Search this name across graphsid dfx:ria:2aa09e57-fc46-6678-45cc-e4e9115eb635

Data as of Sep 15, 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: 3
Dated events: 0
On other graphs: 0
Observed: Oct 6, 2005 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•••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 26, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• W••••• A•••••••• L••	Independent wealth	Jan 13, 2015	n/a	yes	EDWARDSVILLE, IL\|ST. LOUIS, MO	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Nov 10, 2008	Jan 12, 2015	no	Edwardsville, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	V•••••••• W••••• A•••••••• L••	Jan 12, 2015	Jan 13, 2015	1	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	N••••••••• M••••• I••••••••• S•••••••••	Nov 12, 2008	Nov 10, 2008

Relationships

Registered with (3)

→ V•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jan 13, 2015 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Nov 10, 2008 to Jan 12, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 6, 2005 to Nov 12, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2aa09e57-fc46-6678-45cc-e4e9115eb635
First observed: Oct 6, 2005
Last observed: Sep 15, 2026 8 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.