DFX Intelligence

C•••• S•••••• G••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

C•••• S•••••• G••

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

Overland Park, KS | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:5762b451-7414-9067-2026-8d2c0745943d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 21, 2001 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 25, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom 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	Mar 17, 2020	n/a	yes	Overland Park, KS\|ST. LOUIS, MO	Current employment
E•••••• F•••••••• E••••••	Independent wealth	Nov 30, 2016	Apr 6, 2020	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• F•••••••• E••••••	V•••••••• W••••• A•••••••• L••	Apr 6, 2020	Mar 17, 2020	-20	Firm change	RIA to RIA
F•••••••• E•••••• A•••••• C•••••• L••	E•••••• F•••••••• E••••••	Nov 30, 2016	Nov 30, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
104510:169610:KS:2020-04-06	Apr 6, 2020	Mar 17, 2020	OVERLAND PARK, KS	Firm change

Relationships

Registered with (3)

→ V•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Mar 17, 2020 to presentfactForm ADV
→ E•••••• F•••••••• E••••••Registered adviserregistration: previous registration
Nov 30, 2016 to Apr 6, 2020factForm ADV
→ F•••••••• E•••••• A•••••• C•••••• L••Registered adviserregistration: previous registration
Sep 21, 2001 to Nov 30, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5762b451-7414-9067-2026-8d2c0745943d
First observed: Sep 21, 2001
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.