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

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RIA / WealthAdvisor23 years in industry

J•••• A• B••••••••

Advisor at V••••• C••••••• L••

CHICAGO, IL

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Search this name across graphsid dfx:ria:16aa80cd-da0c-91ab-f611-a9502b387139

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 22, 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: V••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 18, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom 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
V••••• C••••••• L••	Independent wealth	Feb 10, 2022	n/a	yes	CHICAGO, IL	Current employment
V••••• C••••••• L••	Independent wealth	Apr 7, 2017	Dec 31, 2021	no	CHICAGO, IL

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
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Apr 12, 2017	Oct 19, 2009	-2,732	Channel change	Other
T• A••••••••• I•••	T• A••••••••• I••••••••• M••••••••• L••	Apr 12, 2017

Relationships

Registered with (4)

→ V••••• C••••••• L••Registered adviserregistration: previous registration
Apr 7, 2017 to Dec 31, 2021factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 19, 2009 to Apr 12, 2017factForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Oct 19, 2009 to Apr 12, 2017factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16aa80cd-da0c-91ab-f611-a9502b387139
First observed: Mar 22, 2005
Last observed: Sep 14, 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.