DFX Intelligence

R•••••• A••••••• E•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor19 years in industry

R•••••• A••••••• E•••••••

Advisor at V••• I••••••••• P•••••••• L••

LAWRENCE, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2007 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••• I••••••••• P•••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Feb 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• I••••••••• P•••••••• L••	Institutional manager	Jan 26, 2026	n/a	yes	LAWRENCE, KS	Current employment
N••••• I••••••••• L••	Other adviser	Jan 7, 2015	Dec 31, 2025	no	KANSAS CITY, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••• I••••••••• L••	V••• I••••••••• P•••••••• L••	Dec 31, 2025	Jan 26, 2026	26	Firm change	Other
W•••••• • R•••	N••••• I••••••••• L••	Mar 10, 2014	Jan 7, 2015

Relationships

Registered with (5)

→ V••• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Jan 26, 2026 to presentfactForm ADV
→ N••••• I••••••••• L••Registered adviserregistration: previous registration
Jan 7, 2015 to Dec 31, 2025factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Dec 12, 2013 to Mar 10, 2014factForm ADV
→ M••••• S••••••

Dated events

Order

Occurred
31 Dec 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 21, 2007
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.