DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

J•••• V••••••• B•••••••••

Advisor at E•••••••• W••••• M•••••••••

BELLEVUE, WA | SEATTLE, WA

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:0c22241f-4530-37c6-793e-c561889c494c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 25, 2005 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: E•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• W••••• M•••••••••	Independent wealth	Oct 2, 2024	n/a	yes	BELLEVUE, WA\|SEATTLE, WA	Current employment
A••••• W•••••	Independent wealth	Jan 6, 2021	Sep 17, 2024	no	WEST HARTFORD, CT\|BELLEVUE, WA\|Bellevue, WA\|Bellevue, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• W•••••	E•••••••• W••••• M•••••••••	Sep 17, 2024	Oct 2, 2024	15	Firm change	RIA to RIA
V••••••• L••	A••••• W•••••	Dec 31, 2020	Jan 6, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
151858:171106:WA:2020-12-31	Dec 31, 2020	Jan 6, 2021	BELLEVUE, WA	Firm change

Relationships

Registered with (5)

→ E•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 2, 2024 to presentfactForm ADV
→ A••••• W•••••Registered adviserregistration: previous registration
Jan 6, 2021 to Sep 17, 2024factForm ADV
→ V••••••• L••Registered adviserregistration: previous registration
Jun 12, 2019 to Dec 31, 2020factForm ADV
→ S•••••••• W••••• M••••••••• L••

Dated events

Occurred
Sep 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c22241f-4530-37c6-793e-c561889c494c
First observed: Feb 25, 2005
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.