DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

J••••• R•••••• R••••••

Advisor at V•••••• P•••• F••••••••• L••

LISLE, IL

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Search this name across graphsid dfx:ria:18d03e2c-0647-3892-5ef4-d116366755b9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 31, 2011 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•••••• P•••• F••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 26, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• P•••• F••••••••• L••	Independent wealth	Aug 16, 2021	n/a	yes	LISLE, IL	Current employment
P••••••••• C•••••• A•••••••	Independent wealth	Aug 31, 2011	Mar 23, 2022	no	CLIVE, IA\|ST. LOUIS, MO\|WESTLAKE, OH\|St. Louis, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• C•••••• A•••••••	V•••••• P•••• F••••••••• L••	Mar 23, 2022	Aug 16, 2021	-219	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ V•••••• P•••• F••••••••• L••Registered adviserregistration: current employment
Aug 16, 2021 to presentfactForm ADV
→ P••••••••• C•••••• A•••••••Registered adviserregistration: previous registration
Aug 31, 2011 to Mar 23, 2022factForm ADV

Dated events

Occurred
Mar 23, 2022
Advisor changed firm
J••••• R•••••• R•••••• left P••••••••• C•••••• A••••••• for V•••••• P•••• F••••••••• L•• (registered 2021-08-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18d03e2c-0647-3892-5ef4-d116366755b9
First observed: Aug 31, 2011
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.