J••••• P••

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

Long Grove, IL | SAINT LOUIS, 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:f5848819-c89d-9583-2471-12d0f181034a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 16, 2009 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: Apr 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••• M••••••••• I•••	State registered	Aug 26, 2020	n/a	yes	Long Grove, IL\|SAINT LOUIS, MO	Current employment
R••••• I••••••••• A•••••••• I••	Bd affiliated wealth	May 24, 2019	Feb 14, 2020	no	Cary, IL\|WILMINGTON, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• I••••••••• A•••••••• I••	V•••••• A•••• M••••••••• I•••	Feb 14, 2020	Aug 26, 2020	194	Firm change	Ibd to state RIA
I••••••••• A••••• I••••••••• M••••••••• L••	R••••• I••••••••• A•••••••• I••	Aug 10, 2018	May 24, 2019

Relationships

Registered with (6)

→ V•••••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Aug 26, 2020 to presentfactForm ADV
→ R••••• I••••••••• A•••••••• I••Registered adviserregistration: previous registration
May 24, 2019 to Feb 14, 2020factForm ADV
→ I••••••••• A••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 22, 2014 to Aug 10, 2018factForm ADV
→ F•••••••• W••• G••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5848819-c89d-9583-2471-12d0f181034a
First observed: Jul 16, 2009
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.