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

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RIA / WealthAdvisorChartered Financial Analyst34 years in industry

M•••••• J•••• V••••••••

Advisor at C•••••••

Boston, MA

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:05f9c328-00a1-609e-1979-3648b471e618

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Oct 4, 1997 to Sep 14, 2026

Across DFX

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

Private Equityidentity

M•••••• J•••• V••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: C•••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 7, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Nov 5, 2019	n/a	yes	Boston, MA	Current employment
B••••• A•••••••• L••	Former SEC adviser	Jun 9, 2006	Oct 8, 2019	no	B•••••, MA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• A•••••••• L••	C•••••••	Oct 8, 2019	Nov 5, 2019	28	Firm change	Other
B••••• A•••••••• I•••	A•••••• I•••	Jun 9, 2006	Oct 17, 2003

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
140059:175112:MA:2019-10-04	Oct 8, 2019	Nov 5, 2019	B•••••, MA	Firm change

Relationships

Registered with (4)

→ C•••••••Registered adviserregistration: current employment
Nov 5, 2019 to presentfactForm ADV
→ B••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 9, 2006 to Oct 8, 2019factForm ADV
→ B••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 4, 1997 to Jun 9, 2006factForm ADV
→ A•••••• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05f9c328-00a1-609e-1979-3648b471e618
First observed: Oct 4, 1997
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.