DFX Intelligence

P•••••• G••••• V••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant40 years in industry

P•••••• G••••• V••••

Advisor at V•••• W••••• M••••••••• L••

OMAHA, NE

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Search this name across graphsid dfx:ria:74ac47e6-60ce-cb51-33f7-75b55631a6be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 13, 2006 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••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 27, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• W••••• M••••••••• L••	State registered	Aug 8, 2023	n/a	yes	OMAHA, NE	Current employment
K•• F••••••••• I•••	Independent wealth	Jan 25, 2007	Aug 4, 2023	no	Green Bay, WI\|OMAHA, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•• F••••••••• I•••	V•••• W••••• M••••••••• L••	Aug 4, 2023	Aug 8, 2023	4	Firm change	RIA to state RIA
Q•••••• A•••• M••••••••• I•••	K•• F••••••••• I•••	Jan 9, 2007	Jan 25, 2007

Relationships

Registered with (4)

→ V•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 8, 2023 to presentfactForm ADV
→ K•• F••••••••• I•••Registered adviserregistration: previous registration
Jan 25, 2007 to Aug 4, 2023factForm ADV
→ Q•••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
May 23, 2006 to Jan 9, 2007factForm ADV
→ U•••••••• S••••••••• I•••Registered adviser

Dated events

Occurred
Aug 4, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74ac47e6-60ce-cb51-33f7-75b55631a6be
First observed: Jan 13, 2006
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.