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

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RIA / WealthAdvisorCertified Financial Planner43 years in industry

V••••• J•••••• L•••••

Advisor at L••••• F•••••••• M•••••••••

SAN ANTONIO, TX

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:1268af0c-1a0e-c67d-1f7c-3e46768d2ae3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 17, 1995 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: L••••• F•••••••• M•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

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
L••••• F•••••••• M•••••••••	State registered	Feb 8, 2022	n/a	yes	SAN ANTONIO, TX	Current employment
S••••• W••••• M••••••••• G•••• L••	State registered	Nov 8, 2017	Feb 9, 2022	no

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
S••••• W••••• M••••••••• G•••• L••	L••••• F•••••••• M•••••••••	Feb 9, 2022	Feb 8, 2022	-1	Firm change	Other
B• R•••• W••••• A•••••••• I•••	S••••• W••••• M••••••••• G•••• L••	Oct 26, 2017

Team moves

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

Team	Left	Joined	From	Kind
125073:115927:TX:2017-08-24	Aug 24, 2017	Aug 23, 2017	SAN ANTONIO, TX	Firm change

Relationships

Registered with (6)

→ L••••• F•••••••• M•••••••••Registered adviserregistration: current employment
Feb 8, 2022 to presentfactForm ADV
→ S••••• W••••• M••••••••• G•••• L••Registered adviserregistration: previous registration
Nov 8, 2017 to Feb 9, 2022factForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 23, 2017 to Oct 26, 2017factForm ADV
→ W•• A•••••••• L•

Dated events

Occurred
Feb 9, 2022
Advisor changed firm
V••••• J•••••• L••••• left S••••• W••••• M••••••••• G•••• L•• for L••••• F•••••••• M••••••••• (registered 2022-02-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1268af0c-1a0e-c67d-1f7c-3e46768d2ae3
First observed: May 17, 1995
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.