DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

V•••••• E•••••••• E••••••

L•• F•••••••• L••BD affiliatedOverland Park, Ks IA-onlyIAPD 5053897

Certified Financial Planner

Feed of 09/14/2026

Also filed as Valerie Escobar

At current firm

2 y

since Aug 5, 2024

In the industry

16 y

since Jun 11, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Aug 5, 2024 · Overland Park, Ks
F••••••••• F••••••••• L•• former
May 27, 2015 to Mar 22, 2017 · Tulsa, Ok
M•••••• BD affiliated
Dec 24, 2014 to Aug 5, 2024 · Tulsa, Ok
M•••••• W••••• A••••••• former
Jul 31, 2014 to Jul 3, 2018 · Overland Park, Ks
F••••••••• F••••••••• L•• former
Jul 23, 2014 to Jan 21, 2016 · Leawood, Ks
A••••• W••••• M••••••••• independent RIA
Aug 17, 2012 to Jun 16, 2014 · Tulsa, Ok

Moves

a registration end followed by a registration begin elsewhere

M•••••• to F••••••••• F••••••••• L••
left Aug 5, 2024, registered May 27, 2015 (-3358 days) · Other
M•••••• W••••• A••••••• to M••••••
left Jul 3, 2018, registered Dec 24, 2014 (-1287 days) · Other · moved with a team
F••••••••• F••••••••• L•• to L•• F•••••••• L••
left Mar 22, 2017, registered Aug 5, 2024 (2693 days) · Other
F••••••••• F••••••••• L•• to M•••••• W••••• A•••••••
left Jan 21, 2016, registered Jul 31, 2014 (-539 days) · channel change inside one enterprise, not a move · moved with a team
A••••• W••••• M••••••••• to F••••••••• F••••••••• L••
left Jun 16, 2014, registered Jul 23, 2014 (37 days) · Other

Signals

V•••••• E•••••••• E•••••• left Mariner for F••••••••• F••••••••• L•• (registered 2015-05-27)
Aug 5, 2024 · 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address