DFX Intelligence

T•••• M••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

T•••• M••• D••••

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

ST. LOUIS, MO | Jackson, MO

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Search this name across graphsid dfx:ria:5baca352-14e0-108f-e8db-6f5d9af40a19

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: Nov 7, 2011 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 14, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom 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	Jul 1, 2025	n/a	yes	ST. LOUIS, MO\|Jackson, MO	Current employment
F•••• B•••••••• A••••••• L•••••	n/a	Aug 16, 2013	Apr 2, 2014	no	WEBSTER GROVES, MO\|BALLWIN, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• B•••••••• A••••••• L•••••	V•••••••• W••••• A•••••••• L••	Apr 2, 2014	Jul 1, 2025	4,108	Firm change after gap	Other
F•••• C•••••• F•••••••• P•••••••• I•••	F•••• B•••••••• A••••••• L•••••	Aug 30, 2013	Aug 16, 2013

Relationships

Registered with (3)

→ V•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ F•••• B•••••••• A••••••• L•••••Registered adviserregistration: previous registration
Aug 16, 2013 to Apr 2, 2014factForm ADV
→ F•••• C•••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
Nov 7, 2011 to Aug 30, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5baca352-14e0-108f-e8db-6f5d9af40a19
First observed: Nov 7, 2011
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.