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

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RIA / WealthAdvisor30 years in industry

V••••• J•••• D•••••••

Advisor at W•••••••• F••••••••

SEBRING, 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:3edc6f40-2387-5132-e861-aa30db50fc21

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 17, 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: W•••••••• F••••••••
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: Oct 17, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 14derivedfrom 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
W•••••••• F••••••••	Independent wealth	Mar 23, 2012	n/a	yes	SEBRING, FL	Current employment
W•• A•••••••• L•	Former SEC adviser	Jun 24, 2011	Mar 31, 2017	no	SEBRING, FL\|SEBRING, FL

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
W•• A•••••••• L•	W•••••••• F••••••••	Mar 31, 2017	Mar 23, 2012	-1,834	Firm change after gap	Other
C•••••••• I••••••••• R••••••• A•••••••• I•••	W•• A•••••••• L•	Jul 8, 2011

Team moves

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

Team	Left	Joined	From	Kind
125073:157494:FL:2017-03-31	Mar 31, 2017	Mar 23, 2012	SEBRING, FL	Firm change after gap

Relationships

Registered with (6)

→ W•••••••• F••••••••Registered adviserregistration: current employment
Mar 23, 2012 to presentfactForm ADV
→ W•• A•••••••• L•Registered adviserregistration: previous registration
Jun 24, 2011 to Mar 31, 2017factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 26, 2009 to Jul 8, 2011factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3edc6f40-2387-5132-e861-aa30db50fc21
First observed: Oct 17, 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.