DFX Intelligence

V••••• J•••• 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 / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)12 years in industry

V••••• J•••• H•••••••

Advisor at I••••••• A••••••• S•••••••• L••

Miami, FL | MIAMI, FL

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:2761b5e3-3b6d-b431-689b-5a081157557a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 18, 2016 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: I••••••• A••••••• S•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jul 7, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• A••••••• S•••••••• L••	Mixed wealth	Apr 11, 2024	n/a	yes	MIAMI, FL\|Miami, FL	Current employment
A••••••• I••••••• S••••••• L••	Mixed wealth	Nov 10, 2021	Apr 3, 2024	no	Miami, FL\|MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• I••••••• S••••••• L••	I••••••• A••••••• S•••••••• L••	Apr 3, 2024	Apr 11, 2024	8	Firm change	RIA to ibd
W•••• F•••• A•••••••	A••••••• I••••••• S••••••• L••	Nov 9, 2021	Nov 10, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:173134:FL:2021-11-03	Nov 9, 2021	Nov 10, 2021	MIAMI, FL	Firm change
149777:19616:FL:2019-11-05	Nov 5, 2019	Nov 7, 2019	MIAMI, FL	Firm change

Relationships

Registered with (5)

→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Apr 11, 2024 to presentfactForm ADV
→ A••••••• I••••••• S••••••• L••Registered adviserregistration: previous registration
Nov 10, 2021 to Apr 3, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 7, 2019 to Nov 9, 2021factForm ADV
→ M••••• S••••••

Dated events

Occurred
Apr 3, 2024
Advisor changed firm
V••••• J•••• H••••••• left A••••••• I••••••• S••••••• L•• for I••••••• A••••••• S•••••••• L•• (registered 2024-04-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2761b5e3-3b6d-b431-689b-5a081157557a
First observed: Feb 18, 2016
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.