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Registered advisor
V•••• E••• G••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as V•••• E G••••••
At current firm
1 y
since Feb 3, 2025
In the industry
21 y
since Aug 20, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Feb 3, 2025 · Wichita, Ks
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Feb 4, 2025 · Wichita, Ks
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedApr 14, 2008 to Jan 2, 2009 · Wichita, Ks
- W•••••• • R••• formerSep 9, 2005 to Mar 31, 2008 · Norfolk, Ne
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to L•• F•••••••• L••left Feb 4, 2025, registered Feb 3, 2025 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- W•••••• • R••• to R•••••• J•••• F•••••••• S•••••••• I•••left Mar 31, 2008, registered Apr 14, 2008 (14 days) · Other
Signals
- V•••• E••• G•••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L•• (registered 2025-02-03)Feb 4, 2025 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address