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

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RIA / WealthAdvisor28 years in industry

J•••• J•••••••• C••

Advisor at V••••• C•••••• M••••••••• L••

Monterey Park, CA | BRENTWOOD, TN

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Search this name across graphsid dfx:ria:3a15effc-9a4d-a023-a160-328b9e37c775

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

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 22, 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: V••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms

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
V••••• C•••••• M••••••••• L••	Independent wealth	Jan 18, 2018	n/a	yes	Monterey Park, CA\|BRENTWOOD, TN	Current employment
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Jan 26, 2017	Dec 11, 2017	no

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
T••••••••• F•••••••• A•••••••• L••	V••••• C•••••• M••••••••• L••	Dec 11, 2017	Jan 18, 2018	38	Firm change	Other
W•••••• • R•••	T••••••••• F•••••••• A•••••••• L••	Dec 2, 2016

Relationships

Registered with (3)

→ V••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jan 18, 2018 to presentfactForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 26, 2017 to Dec 11, 2017factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Nov 22, 2016 to Dec 2, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a15effc-9a4d-a023-a160-328b9e37c775
First observed: Nov 22, 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.