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

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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

T•••••• R•••• D••••••

Advisor at V••••• C••••••• L••

CHICAGO, IL

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Search this name across graphsid dfx:ria:bdb89606-e0bc-f240-2a58-49f4363fda59

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2004 to Sep 14, 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••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 14, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• C••••••• L••	Independent wealth	Feb 10, 2022	n/a	yes	CHICAGO, IL	Current employment
V••••• C••••••• L••	Independent wealth	Nov 13, 2012	Dec 31, 2021	no	CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• C•••••• P•••••••• L••	V••••• C••••••• L••	Oct 30, 2012	Nov 13, 2012	14	Channel change	Other
V••••• C•••••• S••••••••• L••	V••••• C•••••• P•••••••• L••	Sep 27, 2005	Sep 27, 2005

Relationships

Registered with (4)

→ V••••• C••••••• L••Registered adviserregistration: previous registration
Nov 13, 2012 to Dec 31, 2021factForm ADV
→ V••••• C•••••• P•••••••• L••Registered adviserregistration: previous registration
Sep 27, 2005 to Oct 30, 2012factForm ADV
→ V••••• C•••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 7, 2005 to Sep 27, 2005factForm ADV
→ M•••••• F•••••••• S••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bdb89606-e0bc-f240-2a58-49f4363fda59
First observed: Sep 15, 2004
Last observed: Sep 14, 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.