DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

S•••• A••••• V•••••••

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

O'Fallon, IL | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:947586fb-a443-df24-7461-19dde3fc917f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2014 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•••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 17, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• W••••• A•••••••• L••	Independent wealth	Apr 21, 2014	n/a	yes	ST. LOUIS, MO\|O'Fallon, IL	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Mar 22, 2014	Apr 3, 2014	no	Edwardsville, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	V•••••••• W••••• A•••••••• L••	Apr 3, 2014	Apr 21, 2014	18	Firm change	Other

Relationships

Registered with (2)

→ V•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Apr 21, 2014 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Mar 22, 2014 to Apr 3, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:947586fb-a443-df24-7461-19dde3fc917f
First observed: Mar 22, 2014
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.