DFX Intelligence

J•••••••• D•••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

J•••••••• D•••• D•••••

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

GRETNA, NE | FORT WAYNE, IN

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Search this name across graphsid dfx:ria:a0094c15-1dcd-d057-1622-de9ce8c4706b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 27, 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••••• P••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• P••••••• W••••• A•••••••	Independent wealth	Jan 7, 2026	n/a	yes	GRETNA, NE\|FORT WAYNE, IN	Current employment
L••••• F•••••••• G••••• L••	Bd affiliated wealth	Jan 27, 2014	Jan 2, 2018	no	SAINT LOUIS, MO\|SAINT LOUIS, MO\|Ralston, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• F•••••••• G••••• L••	V••••• P••••••• W••••• A•••••••	Jan 2, 2018	Jan 7, 2026	2,927	Firm change after gap	Other

Relationships

Registered with (2)

→ V••••• P••••••• W••••• A•••••••Registered adviserregistration: current employment
Jan 7, 2026 to presentfactForm ADV
→ L••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Jan 27, 2014 to Jan 2, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0094c15-1dcd-d057-1622-de9ce8c4706b
First observed: Jan 27, 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.