DFX Intelligence

J•••••• W•••• D•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

J•••••• W•••• D•••••••

Advisor at V•••••• F••••••••

AUSTIN, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 25, 2004 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: V•••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• F••••••••	Independent wealth	Mar 9, 2023	n/a	yes	AUSTIN, TX	Current employment
P•• A••••••• S•••••••• L••	Independent wealth	Feb 7, 2022	Mar 7, 2023	no	ALBANY, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• A••••••• S•••••••• L••	V•••••• F••••••••	Mar 7, 2023	Mar 9, 2023	2	Firm change	RIA to new firm
E•••••••• A•••••••• L••	P•• A••••••• S•••••••• L••	Jan 31, 2022	Feb 7, 2022

Relationships

Registered with (3)

→ V•••••• F••••••••Registered adviserregistration: current employment
Mar 9, 2023 to presentfactForm ADV
→ P•• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 7, 2022 to Mar 7, 2023factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 25, 2004 to Jan 31, 2022factForm ADV

Dated events

Order

Occurred
7 Mar 2023
Advisor changed firm
••• Locked
Form ADV
Occurred
31 Jan 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 25, 2004
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.