DFX Intelligence

J•••• R•••• V•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

J•••• R•••• V•••

Advisor at P••••• W••••• M•••••••••

THE VILLAGES, FL

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Search this name across graphsid dfx:ria:021e6578-d11c-ba45-c7fb-4800c4bbc754

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 26, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: P••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••• W••••• M•••••••••	Independent wealth	Feb 28, 2025	n/a	yes	THE VILLAGES, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Sep 13, 2022	May 31, 2024	no	LADY LAKE, FL\|ORLANDO, FL\|WINTER PARK, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	P••••• W••••• M•••••••••	May 31, 2024	Feb 28, 2025	273	Firm change	Wirehouse to RIA
M••••• S••••••	W•••• F•••• A•••••••	Jul 26, 2022	Sep 13, 2022

Relationships

Registered with (3)

→ P••••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 28, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 13, 2022 to May 31, 2024factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Nov 26, 2019 to Jul 26, 2022factForm ADV

Dated events

Occurred
May 31, 2024
Advisor changed firm
J•••• R•••• V••• left W•••• F•••• A••••••• for P••••• W••••• M••••••••• (registered 2025-02-28)
Form ADVobserved 7 days ago
Occurred
Jul 26, 2022
Advisor changed firm
J•••• R•••• V••• left M••••• S•••••• for W•••• F•••• A••••••• (registered 2022-09-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:021e6578-d11c-ba45-c7fb-4800c4bbc754
First observed: Nov 26, 2019
Last observed: Sep 14, 2026 8 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.