DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J••••• F•••••• G••••••

Advisor at V•••• P••••••• L••

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:3dfa87f4-95f7-045a-f6f6-86c713513fd1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 10, 2019 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•••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• P••••••• L••	Independent wealth	Jun 26, 2026	n/a	yes	CHARLOTTE, NC	Current employment
F•••• P••••••• W•••••• L••	Independent wealth	Jul 1, 2024	Jun 30, 2026	no	ST. LOUIS, MO\|CHARLOTTE, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• P••••••• W•••••• L••	V•••• P••••••• L••	Jun 30, 2026	Jun 26, 2026	-4	Firm change	RIA to RIA
B••••••••• S•••••••• W•••••• L••	F•••• P••••••• W•••••• L••	Jul 1, 2024	Jul 1, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
116802:143323:NC:2021-07-26	Jul 26, 2021	Jul 26, 2021	CHARLOTTE, NC	Firm change

Relationships

Registered with (5)

→ V•••• P••••••• L••Registered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ F•••• P••••••• W•••••• L••Registered adviserregistration: previous registration
Jul 1, 2024 to Jun 30, 2026factForm ADV
→ B••••••••• S•••••••• W•••••• L••Registered adviserregistration: previous registration
Jul 26, 2021 to Jul 1, 2024factForm ADV
→ C••••••• C•••••• C••••••••• I•••

Dated events

Occurred
Jun 30, 2026
Advisor changed firm
J••••• F•••••• G•••••• left F•••• P••••••• W•••••• L•• for V•••• P••••••• L•• (registered 2026-06-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3dfa87f4-95f7-045a-f6f6-86c713513fd1
First observed: Oct 10, 2019
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.