DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

B•••••• S•••• S•••••••••

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

FORT WAYNE, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 3, 2021 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••••• P••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• P••••••• W••••• A•••••••	Independent wealth	Feb 25, 2026	n/a	yes	FORT WAYNE, IN	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Oct 7, 2024	Jan 30, 2026	no	Fort Wayne, IN\|ARCHBOLD, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	V••••• P••••••• W••••• A•••••••	Jan 30, 2026	Feb 25, 2026	26	Firm change	Ibd to RIA
O•••• F•• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Oct 7, 2024	Oct 7, 2024

Relationships

Registered with (4)

→ V••••• P••••••• W••••• A•••••••Registered adviserregistration: current employment
Feb 25, 2026 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Oct 7, 2024 to Jan 30, 2026factForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
May 16, 2023 to Oct 7, 2024factForm ADV
→ T••••••• I••••••••• M••••••••• I•••

Dated events

Order

Occurred
30 Jan 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
7 Oct 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
6 Jul 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 3, 2021
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.