DFX Intelligence

L••••• L•• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

L••••• L•• O••••••

Advisor at V••••• P••••••• W••••• A•••••••

FORT WAYNE, IN | NASHVILLE, TN

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Search this name across graphsid dfx:ria:7b35928a-fe63-0a5f-ee8c-0dd619e273f1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2010 to Sep 15, 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••••• P••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• P••••••• W••••• A•••••••	Independent wealth	Jan 12, 2018	n/a	yes	FORT WAYNE, IN\|NASHVILLE, TN	Current employment
L••••• F•••••••• G••••• L••	Bd affiliated wealth	Aug 18, 2010	Jan 2, 2018	no	SAINT LOUIS, MO\|NASHVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• F•••••••• G••••• L••	V••••• P••••••• W••••• A•••••••	Jan 2, 2018	Jan 12, 2018	10	Firm change	Other

Relationships

Registered with (2)

→ V••••• P••••••• W••••• A•••••••Registered adviserregistration: current employment
Jan 12, 2018 to presentfactForm ADV
→ L••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Aug 18, 2010 to Jan 2, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b35928a-fe63-0a5f-ee8c-0dd619e273f1
First observed: Aug 18, 2010
Last observed: Sep 15, 2026 8 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.