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Registered advisor
V••••• L••• O•••••
Feed of 09/14/2026
Also filed as V••••• L••• Sager
At current firm
8 y
since Jul 12, 2018
In the industry
37 y
since Feb 22, 1989 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- E••• W••••• M••••••••• L•• independent RIA currentsince Jul 12, 2018 · Oklahoma City, Ok
- R•••••• J•••• • A••••••••• I••• national BDJan 10, 2014 to Jul 17, 2018 · Oklahoma City, Ok
- A••••• W••••• M••••••••• independent RIAMay 1, 2009 to Jan 22, 2014 · Oklahoma City, Ok
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 22, 1989 to May 5, 2009 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to E••• W••••• M••••••••• L••left Jul 17, 2018, registered Jul 12, 2018 (-5 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- A••••• W••••• M••••••••• to R•••••• J•••• • A••••••••• I•••left Jan 22, 2014, registered Jan 10, 2014 (-12 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••• W••••• M•••••••••left May 5, 2009, registered May 1, 2009 (-4 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address