DFX Intelligence

J••••••• A••• C••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)21 years in industry

J••••••• A••• C••••••••

Advisor at V••••• P••••••• W••••• A•••••••

FORT WAYNE, IN | ST LOUIS, MO

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Search this name across graphsid dfx:ria:fa407947-bfab-c477-645d-e2e05e088510

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 11, 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••••• P••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• P••••••• W••••• A•••••••	Independent wealth	Sep 30, 2020	n/a	yes	FORT WAYNE, IN\|ST LOUIS, MO	Current employment
L••••• F•••••••• G••••• L••	Bd affiliated wealth	Jun 11, 2015	Sep 30, 2020	no	SAINT LOUIS, MO\|SAINT LOUIS, MO\|ST. LOUIS, MO\|CHESTERFIELD, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• F•••••••• G••••• L••	V••••• P••••••• W••••• A•••••••	Sep 30, 2020	Sep 30, 2020	0	Firm change	RIA to RIA

Relationships

Registered with (2)

→ V••••• P••••••• W••••• A•••••••Registered adviserregistration: current employment
Sep 30, 2020 to presentfactForm ADV
→ L••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Jun 11, 2015 to Sep 30, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa407947-bfab-c477-645d-e2e05e088510
First observed: Jun 11, 2015
Last observed: Sep 15, 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.