P•••• V••••••

Advisor at S••••• V•••••• W••••• A••••••• L••

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f3ef5605-fdd1-0014-03a4-de5bea6c2c46

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 21, 1999 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: S••••• V•••••• W••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 7, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• V•••••• W••••• A••••••• L••	Independent wealth	Feb 24, 2025	n/a	yes	KANSAS CITY, MO	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 23, 2019	Mar 7, 2025	no	KANSAS CITY, MO\|Leawood, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	S••••• V•••••• W••••• A••••••• L••	Mar 7, 2025	Feb 24, 2025	-11	Firm change	Wirehouse to new firm
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Aug 23, 2019	Aug 23, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:KS:2019-08-21	Aug 23, 2019	Aug 23, 2019	MISSION WOODS, KS	Firm change

Relationships

Registered with (5)

→ S••••• V•••••• W••••• A••••••• L••Registered adviserregistration: current employment
Feb 24, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 23, 2019 to Mar 7, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 24, 2013 to Aug 23, 2019factForm ADV
→ R•• C•••••• M••••••• L••

Dated events

Occurred
Mar 7, 2025
Advisor changed firm
P•••• V•••••• left W•••• F•••• A••••••• for S••••• V•••••• W••••• A••••••• L•• (registered 2025-02-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3ef5605-fdd1-0014-03a4-de5bea6c2c46
First observed: Jan 21, 1999
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.