DFX Intelligence

V••••• T••• L•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

V••••• T••• L•••••

Advisor at O•••••••••

CHICAGO, IL | OVERLAND PARK, KS

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 29, 2019 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Apr 12, 2022	n/a	yes	CHICAGO, IL\|OVERLAND PARK, KS	Current employment
C••••• G•••• I••••••••	Asset manager	Jul 8, 2021	Mar 8, 2022	no	OMAHA, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• L••	C••••• G•••• I••••••••	Mar 8, 2022	Jul 8, 2021	-243	Firm change after gap	Other
C••••• G•••• I••••••••	O•••••••••	Mar 8, 2022	Apr 12, 2022

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: current employment
Apr 12, 2022 to presentfactForm ADV
→ C••• L••Registered adviserregistration: previous registration
Oct 29, 2019 to Mar 8, 2022factForm ADV
→ C••••• G•••• I••••••••Registered adviserregistration: previous registration
Jul 8, 2021 to Mar 8, 2022factForm ADV

Dated events

Order

Occurred
8 Mar 2022
Advisor changed firm2 events
V••••• T••• L•••••: advisor changed firm, 2 firms, on 8 Mar 2022
- ••• Locked
- ••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 29, 2019
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.