DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

B•••••• A••• K••••

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

Collinsville, IL | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:2df87501-e31c-a21f-1cd6-45bdc37d2e04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 10, 2000 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: Aug 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• W••••• A•••••••• L••	Independent wealth	Aug 8, 2014	n/a	yes	ST. LOUIS, MO\|Collinsville, IL	Current employment
C••••••••• W••••• M••••••••• L•••	Independent wealth	Aug 2, 2011	Mar 27, 2015	no	GLEN CARBON, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W••••• M••••••••• L•••	V•••••••• W••••• A•••••••• L••	Mar 27, 2015	Aug 8, 2014	-231	Firm change after gap	Other
L•• F•••••••• L••	M••••••• F•••••••• G••••• L•••	Oct 27, 2011	Jan 7, 2004

Team moves

••• Locked

Team	Left	Joined	From	Kind
157998:169610:IL:2015-03-27	Mar 27, 2015	Aug 8, 2014	GLEN CARBON, IL	Firm change after gap

Relationships

Registered with (5)

→ V•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Aug 8, 2014 to presentfactForm ADV
→ C••••••••• W••••• M••••••••• L•••Registered adviserregistration: previous registration
Aug 2, 2011 to Mar 27, 2015factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 25, 2002 to Oct 27, 2011factForm ADV
→ M••••••• F•••••••• G••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2df87501-e31c-a21f-1cd6-45bdc37d2e04
First observed: Jun 10, 2000
Last observed: Sep 14, 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.