DFX Intelligence

M••• H••••• C•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

M••• H••••• C•••

Advisor at V•••••• A•••• M••••••••• I•••

SAINT LOUIS, MO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 7, 2010 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•••••• A•••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••• M••••••••• I•••	State registered	Apr 17, 2019	n/a	yes	SAINT LOUIS, MO	Current employment
C•••••• M••••••••• S•••••••• I•••	Independent wealth	Feb 17, 2017	Dec 15, 2017	no	Maryland Heights, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• M••••••••• S•••••••• I•••	V•••••• A•••• M••••••••• I•••	Dec 15, 2017	Apr 17, 2019	488	Firm change after gap	RIA to state RIA
W•••• E••••• G••••• I•••	C•••••• M••••••••• S•••••••• I•••	Dec 31, 2016	Feb 17, 2017

Relationships

Registered with (3)

→ V•••••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Apr 17, 2019 to presentfactForm ADV
→ C•••••• M••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 17, 2017 to Dec 15, 2017factForm ADV
→ W•••• E••••• G••••• I•••Registered adviserregistration: previous registration
Jul 7, 2010 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 7, 2010
Last observed: Sep 14, 2026 9 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.