DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J••••• C• V•••••

Advisor at R••••• W• B•••• • C•• I•••••••••

Cincinnati, OH

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Search this name across graphsid dfx:ria:0c814403-02ab-d232-696b-f239ba3bee33

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2021 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Mar 30, 2022	n/a	yes	Cincinnati, OH\|Cincinnati, OH	Current employment
M••• T••• M•••• I••••••••• G•••• L••	n/a	Sep 10, 2021	Mar 29, 2022	no	Fond du Lac, WI\|Fond du Lac, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••• T••• M•••• I••••••••• G•••• L••	R••••• W• B•••• • C•• I•••••••••	Mar 29, 2022	Mar 30, 2022	1	Firm change	Other

Relationships

Registered with (2)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Mar 30, 2022 to presentfactForm ADV
→ M••• T••• M•••• I••••••••• G•••• L••Registered adviserregistration: previous registration
Sep 10, 2021 to Mar 29, 2022factForm ADV

Dated events

Occurred
Mar 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c814403-02ab-d232-696b-f239ba3bee33
First observed: Sep 10, 2021
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.