DFX Intelligence

T••••••• K• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

T••••••• K• B••••••

Advisor at V•••••• A•••••••• L••

South Barrington, IL | CHICAGO, IL

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Search this name across graphsid dfx:ria:e9a22385-b2eb-803c-15d6-257db4af429b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 18, 2015 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: V•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••••••• L••	Independent wealth	Nov 1, 2024	n/a	yes	South Barrington, IL\|CHICAGO, IL	Current employment
O•••• A••••••• S•••••••• L••	Bd affiliated wealth	Aug 30, 2019	Nov 12, 2024	no	ATLANTA, GA\|South Barrington, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• A••••••• S•••••••• L••	V•••••• A•••••••• L••	Nov 12, 2024	Nov 1, 2024	-11	Firm change	Ibd to RIA
S•••••• W••••• M••••••••• L••	O•••• A••••••• S•••••••• L••	Sep 26, 2019	Aug 30, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
170543:171070:IL:2019-09-26	Sep 26, 2019	Aug 30, 2019	SOUTH BARRINGTON, IL	Firm change
6413:170543:IL:2019-09-18	Sep 18, 2019	Feb 25, 2015	BARRINGTON, IL	Firm change after gap

Relationships

Registered with (4)

→ V•••••• A•••••••• L••Registered adviserregistration: current employment
Nov 1, 2024 to presentfactForm ADV
→ O•••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 30, 2019 to Nov 12, 2024factForm ADV
→ S•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 25, 2015 to Sep 26, 2019factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Nov 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9a22385-b2eb-803c-15d6-257db4af429b
First observed: Feb 18, 2015
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.