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

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RIA / WealthAdvisor19 years in industry

D••••• L•••• O•••

Advisor at I••••••••• A••••••• N•••••• L••

DALLAS, TX | Beach Park, IL

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Search this name across graphsid dfx:ria:ae12abf5-6987-55de-7831-d7e9ac290652

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2008 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: I••••••••• A••••••• N•••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A••••••• N•••••• L••	Independent wealth	Jul 7, 2025	n/a	yes	Beach Park, IL\|DALLAS, TX	Current employment
M••••••• V••••• • T••••• I••	Independent wealth	Jun 27, 2008	Dec 31, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• V••••• • T••••• I••	I••••••••• A••••••• N•••••• L••	Dec 31, 2025	Jul 7, 2025	-177	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ I••••••••• A••••••• N•••••• L••Registered adviserregistration: current employment
Jul 7, 2025 to presentfactForm ADV
→ M••••••• V••••• • T••••• I••Registered adviserregistration: previous registration
Jun 27, 2008 to Dec 31, 2025factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
D••••• L•••• O••• left M••••••• V••••• • T••••• I•• for I••••••••• A••••••• N•••••• L•• (registered 2025-07-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae12abf5-6987-55de-7831-d7e9ac290652
First observed: Jun 27, 2008
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.