J••• D•••• F••

Advisor at C•••• V• V•••••••• L••

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00116652-1fc2-6965-b8f1-fdb70e6101a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Nov 29, 2023 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••• D•••• F••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••• V• V•••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• V• V•••••••• L••	Asset manager	Dec 4, 2023	n/a	yes	DENVER, CO	Current employment
C•••• V• F••••• O•••••• L••	Independent wealth	Nov 29, 2023	Dec 31, 2023	no	DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• V• F••••• O•••••• L••	C•••• V• V•••••••• L••	Dec 31, 2023	Dec 4, 2023	-27	Firm change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
285035:328904:CO:2023-12-31	Dec 31, 2023	Dec 4, 2023	DENVER, CO	Firm change

Relationships

Registered with (2)

→ C•••• V• V•••••••• L••Registered adviserregistration: current employment
Dec 4, 2023 to presentfactForm ADV
→ C•••• V• F••••• O•••••• L••Registered adviserregistration: previous registration
Nov 29, 2023 to Dec 31, 2023factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00116652-1fc2-6965-b8f1-fdb70e6101a4
First observed: Nov 29, 2023
Last observed: Sep 14, 2026 9 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.