DFX Intelligence

E•••• H••••• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

E•••• H••••• S••••

Advisor at V•••• F•••••••• A•••••••• L••

CARMEL, IN

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Search this name across graphsid dfx:ria:8c8817a5-6672-de32-7058-a23d6104ffb2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2013 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•••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 11, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• F•••••••• A•••••••• L••	Independent wealth	Jan 3, 2019	n/a	yes	CARMEL, IN	Current employment
C••••• C•••••• A•••••••• L••	Former SEC adviser	Sep 27, 2013	Jan 10, 2019	no	INDIANAPOLIS, IN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• C•••••• A•••••••• L••	V•••• F•••••••• A•••••••• L••	Jan 10, 2019	Jan 3, 2019	-7	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
135118:127132:IN:2019-01-10	Jan 10, 2019	Jan 3, 2019	INDIANAPOLIS, IN	Firm change

Relationships

Registered with (2)

→ V•••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Jan 3, 2019 to presentfactForm ADV
→ C••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 27, 2013 to Jan 10, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c8817a5-6672-de32-7058-a23d6104ffb2
First observed: Sep 27, 2013
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.