DFX Intelligence

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

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RIA / WealthAdvisor40 years in industry

T•••••• J••• V••

Advisor at C•••••••

Grand Rapids, MI | Houston, TX

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Search this name across graphsid dfx:ria:2bc4a2e2-375a-25d4-35a7-d5f7878483c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 8, 1995 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 public••• Locked
Industry start: Nov 5, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Feb 15, 2023	n/a	yes	Houston, TX\|Grand Rapids, MI	Current employment
M••••• V•• C••••••••• I•••	Former SEC adviser	Aug 8, 1995	Jul 31, 2023	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• V•• C••••••••• I•••	C•••••••	Jul 31, 2023	Feb 15, 2023	-166	Channel change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
107315:175112:TX:2023-07-31	Jul 31, 2023	Feb 15, 2023	HOUSTON, TX	Firm change after gap

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Feb 15, 2023 to presentfactForm ADV
→ M••••• V•• C••••••••• I•••Registered adviserregistration: previous registration
Aug 8, 1995 to Jul 31, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bc4a2e2-375a-25d4-35a7-d5f7878483c3
First observed: Aug 8, 1995
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.