DFX Intelligence

T••••• E••••• U••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

T••••• E••••• U••••

Advisor at V•••••• W••••• P•••••••

FORT DODGE, IA

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Search this name across graphsid dfx:ria:73a7a52b-2867-ea0e-ada4-ab9c89eeb12d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 22, 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••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••••• P•••••••	Independent wealth	Nov 12, 2024	n/a	yes	FORT DODGE, IA	Current employment
N•••••• F•••••••• M••••••••• I•••	n/a	Jun 8, 2020	Nov 18, 2024	no	FORT DODGE, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••• F•••••••• M••••••••• I•••	V•••••• W••••• P•••••••	Nov 18, 2024	Nov 12, 2024	-6	Firm change	Other
O•••• W•••••• I•••	N•••••• F•••••••• M••••••••• I•••	Jun 15, 2020	Jun 8, 2020

Relationships

Registered with (5)

→ V•••••• W••••• P•••••••Registered adviserregistration: current employment
Nov 12, 2024 to presentfactForm ADV
→ N•••••• F•••••••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 8, 2020 to Nov 18, 2024factForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Nov 2, 2018 to Jun 15, 2020factForm ADV
→ S••••••• I••••••••• I•••Registered adviser

Dated events

Occurred
Nov 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73a7a52b-2867-ea0e-ada4-ab9c89eeb12d
First observed: Jul 22, 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.