DFX Intelligence

G•••• C•••• R•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor19 years in industry

G•••• C•••• R•••

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

ST. LOUIS, MO

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Search this name across graphsid dfx:ria:8a962530-c1a8-b6b4-f1e7-165c0be79889

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 15, 2009 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 27, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• W••••• A•••••••• L••	Independent wealth	Mar 8, 2019	n/a	yes	ST. LOUIS, MO	Current employment
W•••••• • R•••	Former SEC adviser	Jan 14, 2014	Mar 14, 2019	no	EDMOND, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	V•••••••• W••••• A•••••••• L••	Mar 14, 2019	Mar 8, 2019	-6	Firm change	Ibd to RIA
P••••••••• S••••••••• C•••••••••	W•••••• • R•••	Dec 31, 2013	Jan 14, 2014

Relationships

Registered with (5)

→ V•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Mar 8, 2019 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Jan 14, 2014 to Mar 14, 2019factForm ADV
→ P••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Jan 5, 2012 to Dec 31, 2013factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a962530-c1a8-b6b4-f1e7-165c0be79889
First observed: Jan 15, 2009
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.