DFX Intelligence

E•••• J••••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)46 years in industry

E•••• J••••• F•••••••

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

Saint Charles, MO | SAINT LOUIS, MO

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Search this name across graphsid dfx:ria:cc0feb25-0379-5c3e-bb0d-90de14f0e229

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 31, 1995 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: Mar 28, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 5derivedfrom 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	Jun 22, 2021	n/a	yes	Saint Charles, MO\|SAINT LOUIS, MO	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Nov 9, 2005	May 29, 2018	no	CHESTERFIELD, MO\|ST LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	V•••••• A•••• M••••••••• I•••	May 29, 2018	Jun 22, 2021	1,120	Firm change after gap	Ibd to state RIA
P•••• F•••••••• G••••• I•••	O•••• W•••••• I•••	Nov 19, 2003	Nov 9, 2005

Relationships

Registered with (3)

→ V•••••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Jun 22, 2021 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Nov 9, 2005 to May 29, 2018factForm ADV
→ P•••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Oct 31, 1995 to Nov 19, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc0feb25-0379-5c3e-bb0d-90de14f0e229
First observed: Oct 31, 1995
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.