DFX Intelligence

V••••••• B•••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor19 years in industry

V••••••• B•••••• S••••••

Advisor at L••••••• A•••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:88d66437-1442-4a85-693a-c23a7b5a3866

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 2, 2007 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: L••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••• A•••••••	Independent wealth	Oct 12, 2016	n/a	yes	OVERLAND PARK, KS	Current employment
V•• A••••••• S•••••••	Former SEC adviser	May 2, 2007	Oct 3, 2016	no	OVERLAND PARK, KS\|OVERLAND PARK, KS\|KANSAS CITY, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•• A••••••• S•••••••	L••••••• A•••••••	Oct 3, 2016	Oct 12, 2016	9	Firm change	Other

Relationships

Registered with (2)

→ L••••••• A•••••••Registered adviserregistration: current employment
Oct 12, 2016 to presentfactForm ADV
→ V•• A••••••• S•••••••Registered adviserregistration: previous registration
May 2, 2007 to Oct 3, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88d66437-1442-4a85-693a-c23a7b5a3866
First observed: May 2, 2007
Last observed: Sep 14, 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.