DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

V•••••• L•• M•••••

Advisor at O•••••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:2fd1c504-7651-0b8a-b068-2e1ae779f647

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 23, 2002 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Apr 4, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Oct 13, 2010	n/a	yes	OVERLAND PARK, KS	Current employment
O•••••••••	Institutional manager	Oct 13, 2010	Dec 31, 2014	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•• A•••••••• I•••	O•••••••••	Dec 1, 2010	Oct 13, 2010	-49	Firm change after gap	Other
L•• F•••••••• L••	N•• A•••••••• I•••	Jan 22, 2008	Jan 14, 2008

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: previous registration
Oct 13, 2010 to Dec 31, 2014factForm ADV
→ N•• A•••••••• I•••Registered adviserregistration: previous registration
Jan 14, 2008 to Dec 1, 2010factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 23, 2002 to Jan 22, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fd1c504-7651-0b8a-b068-2e1ae779f647
First observed: May 23, 2002
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.