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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst18 years in industry

J••••• T••••• V•••••••••

Advisor at C•••••••

Phoenix, AZ

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:2a91403b-64c5-a2bc-12ae-d1b9f67671fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 13, 2007 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: C•••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

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
C•••••••	Institutional manager	Apr 13, 2021	n/a	yes	Phoenix, AZ	Current employment
M•• A•••••••••	Former SEC adviser	Jun 11, 2018	Mar 29, 2021	no	PHOENIX, AZ

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
M•• A•••••••••	C•••••••	Mar 29, 2021	Apr 13, 2021	15	Firm change	Other
B•• F•••••••• A•••••••	M•• A•••••••••	May 8, 2018	Jun 11, 2018

Team moves

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

Team	Left	Joined	From	Kind
152734:175112:AZ:2021-03-29	Mar 29, 2021	Apr 13, 2021	PHOENIX, AZ	Firm change

Relationships

Registered with (6)

→ C•••••••Registered adviserregistration: current employment
Apr 13, 2021 to presentfactForm ADV
→ M•• A•••••••••Registered adviserregistration: previous registration
Jun 11, 2018 to Mar 29, 2021factForm ADV
→ B•• F•••••••• A•••••••Registered adviserregistration: previous registration
Jul 29, 2015 to May 8, 2018factForm ADV
→ B•• F••••• O•••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a91403b-64c5-a2bc-12ae-d1b9f67671fa
First observed: Nov 13, 2007
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.