DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

J••••• V••••• L••

Advisor at M•••••• A••••• S••••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:12015e5d-5416-d5c1-93f8-20420f5602f7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 2, 2006 to Sep 15, 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: M•••••• A••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 6, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• A••••• S••••••••• L••	Bd affiliated wealth	Aug 7, 2012	n/a	yes	SAN DIEGO, CA\|COEUR D'ALENE, ID\|LEWISTON, ID	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Aug 2, 2006	Aug 9, 2012	no	CLACKAMAS, OR\|LEWISTON, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	M•••••• A••••• S••••••••• L••	Aug 9, 2012	Aug 7, 2012	-2	Firm change	Other

Relationships

Registered with (2)

→ M•••••• A••••• S••••••••• L••Registered adviserregistration: current employment
Aug 7, 2012 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 2, 2006 to Aug 9, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12015e5d-5416-d5c1-93f8-20420f5602f7
First observed: Aug 2, 2006
Last observed: Sep 15, 2026 7 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.