DFX Intelligence

D••• R••••• G•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

D••• R••••• G•••••••

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

ST. LOUIS, MO

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Search this name across graphsid dfx:ria:2e051d92-1811-e22d-ef5f-b622642c2c37

Data as of Sep 14, 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: May 1, 2015 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: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 7derivedfrom 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	Oct 3, 2018	n/a	yes	ST. LOUIS, MO	Current employment
R•• A•••••••• L••	Independent wealth	May 19, 2015	Oct 3, 2018	no	CREVE COEUR, MO\|VESTAVIA HILLS, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• A•••••••• L••	V•••••••• W••••• A•••••••• L••	Oct 3, 2018	Oct 3, 2018	0	Firm change	RIA to RIA
L•• F•••••••• L••	R•• A•••••••• L••	Aug 21, 2015	May 19, 2015

Relationships

Registered with (3)

→ V•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Oct 3, 2018 to presentfactForm ADV
→ R•• A•••••••• L••Registered adviserregistration: previous registration
May 19, 2015 to Oct 3, 2018factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 1, 2015 to Aug 21, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e051d92-1811-e22d-ef5f-b622642c2c37
First observed: May 1, 2015
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.