DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

J••••• W••••••

Advisor at V••• F•••••••• A•••••••• I•••

ARLINGTON HEIGHTS, IL | Holland, MI

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Search this name across graphsid dfx:ria:451a315f-1b69-8c00-3af1-5ca24a096ab2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Nov 28, 2017 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••• F•••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Aug 14, 2026	n/a	yes	ARLINGTON HEIGHTS, IL\|ARLINGTON HEIGHTS, IL\|Holland, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	May 2, 2025	Aug 17, 2026	no	ARLINGTON HEIGHTS, IL\|HOFFMAN ESTATES, IL\|FORT MILL, SC\|OAK BROOK, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	V••• F•••••••• A•••••••• I•••	Aug 17, 2026	Aug 14, 2026	-3	Firm change	Ibd to ibd
N••••• F•••••••• G••••• I•••	L•• F•••••••• L••	Apr 15, 2025	May 2, 2025

Relationships

Registered with (6)

→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 14, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 2, 2025 to Aug 17, 2026factForm ADV
→ N••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Oct 3, 2024 to Apr 15, 2025factForm ADV
→ C•••••• W••••• M••••••••• L••

Dated events

Occurred
Aug 17, 2026
Advisor changed firm
J••••• W•••••• left L•• F•••••••• L•• for V••• F•••••••• A•••••••• I••• (registered 2026-08-14)
Form ADVobserved 7 days ago
Occurred
Apr 15, 2025
Advisor changed firm
J••••• W•••••• left N••••• F•••••••• G••••• I••• for L•• F•••••••• L•• (registered 2025-05-02)
Form ADVobserved 7 days ago
Occurred
Aug 16, 2024
Advisor changed firm
J••••• W•••••• left C•••••• W••••• M••••••••• L•• for N••••• F•••••••• G••••• I••• (registered 2024-10-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:451a315f-1b69-8c00-3af1-5ca24a096ab2
First observed: Nov 28, 2017
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.