DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner24 years in industry

J••• R••••• V•• H•••••••

Advisor at F••••••

Belmont, CA | SAN FRANCISCO, CA

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 18, 2001 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Sep 16, 2025	n/a	yes	SAN FRANCISCO, CA\|Belmont, CA	Current employment
C••••• W••••• M••••••••• L••	Former SEC adviser	Sep 19, 2022	Jan 2, 2026	no	SAN CARLOS, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• W••••• M••••••••• L••	F••••••	Jan 2, 2026	Sep 16, 2025	-108	Firm change after gap	RIA to RIA
M• P•••••• W•••••• L••	C••••• W••••• M••••••••• L••	Aug 2, 2022	Sep 19, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:291366:CA:2018-01-30	Jan 30, 2018	Jan 26, 2018	SAN CARLOS, CA	Firm change

Relationships

Registered with (4)

→ F••••••Registered adviserregistration: current employment
Sep 16, 2025 to presentfactForm ADV
→ C••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 19, 2022 to Jan 2, 2026factForm ADV
→ M• P•••••• W•••••• L••Registered adviserregistration: previous registration
Jan 26, 2018 to Aug 2, 2022factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Jan 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 2, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 18, 2001
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.