R••••• B•••••••

Advisor at V•••••• A•••••••• L••

CHICAGO, IL | Chicago, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a036fde6-5a75-9a94-f7e8-c473e0dd0411

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 3, 2009 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•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 10, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••••••• L••	Independent wealth	Aug 12, 2025	n/a	yes	CHICAGO, IL\|Chicago, IL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jan 9, 2023	Jul 23, 2025	no	Wheaton, IL\|Orland Park, IL\|Wheaton, IL\|LAKE ZURICH, IL\|Wheaton, IL\|NORRIDGE, IL\|CHAMPAIGN, IL\|URBANA, IL\|CHICAGO, IL\|HOMEWOOD, IL\|BLOOMINGTON, IL\|SOUTH CHICAGO HEIGHTS, IL\|CHICAGO, IL\|GLEN ELLYN, IL\|SCHILLER PARK, IL\|FRANKFORT, IL\|SPRINGFIELD, IL\|SPRINGFIELD, IL\|CHANNAHON, IL\|CALUMET CITY, IL\|LOMBARD, IL\|GLENDALE HEIGHTS, IL\|CHICAGO, IL\|BENSENVILLE, IL\|MELROSE PARK, IL\|OAK BROOK, IL\|ALSIP, IL\|MATTESON, IL\|OAK LAWN, IL\|OAK LAWN, IL\|BERWYN, IL\|CHICAGO, IL\|HAZEL CREST, IL\|WORTH, IL\|FRANKLIN PARK, IL\|BENSENVILLE, IL\|OAK PARK, IL\|NORRIDGE, IL\|GLENWOOD, IL\|CRESTWOOD, IL\|HICKORY HILLS, IL\|PEORIA, IL\|NEW LENOX, IL\|MORRIS, IL\|LANSING, IL\|SOUTH HOLLAND, IL\|LANSING, IL\|CHICAGO, IL\|BROADVIEW, IL\|HILLSIDE, IL\|CHICAGO, IL\|BERWYN, IL\|ELMHURST, IL\|OAK PARK, IL\|OAK LAWN, IL\|SPRINGFIELD, IL\|RIVERDALE,, IL\|CHAMPAIGN, IL\|NORTHLAKE, IL\|ELMHURST, IL\|COUNTRY CLUB HILLS, IL\|PALOS HEIGHTS, IL\|MOLINE, IL\|MOKENA, IL\|PEORIA, IL\|ADDISON, IL\|WHEATON, IL\|NAPERVILLE, IL\|WHEATON, IL\|WINFIELD, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	V•••••• A•••••••• L••	Jul 23, 2025	Aug 12, 2025	20	Firm change	Wirehouse to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	J••• M••••• S••••••••• L••	Dec 22, 2022	Jan 9, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
79:288590:IL:2021-09-03	Sep 12, 2021	Oct 5, 2021	PALATINE, IL	Firm change

Relationships

Registered with (5)

→ V•••••• A•••••••• L••Registered adviserregistration: current employment
Aug 12, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 9, 2023 to Jul 23, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Oct 5, 2021 to Dec 22, 2022factForm ADV
→ A••••• A•• P••••••• S•••••••

Dated events

Occurred
Jul 23, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Dec 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a036fde6-5a75-9a94-f7e8-c473e0dd0411
First observed: Aug 3, 2009
Last observed: Sep 15, 2026 7 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.