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P••••• O••••••
- Professional profile
- ••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- ••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- T•• W••••• C••••••••• G•••• independent RIA currentsince Jul 14, 2023 · Ottawa, Ks
- V• W••••• A••••••• L•• formerDec 16, 2022 to Dec 31, 2023 · Ottawa, Ks
- V• W••••• A••••••• L•• to T•• W••••• C••••••••• G••••left Dec 31, 2023, registered Jul 14, 2023 (-170 days) · corporate re-registration, not a move
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address