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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

J••••••• V••••••

Advisor at C••••••• S••••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:456ea626-d04c-4d7d-43e0-ac9530ba8d21

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 20, 2014 to Sep 15, 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••••••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 7, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• S••••••••• I•••	Bd affiliated wealth	May 3, 2024	n/a	yes	BEDFORD, OH\|Alliance, OH\|EUCLID, OH\|BEACHWOOD, OH\|WOODMERE, OH	Current employment
G••••• I••••••••• S••••••••• L••	n/a	May 17, 2022	Aug 22, 2024	no	RICHMOND HEIGHTS, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• I••••••••• S••••••••• L••	C••••••• S••••••••• I•••	Aug 22, 2024	May 3, 2024	-111	Firm change after gap	Other
P•• W••••• M•••••••••	G••••• I••••••••• S••••••••• L••	Apr 14, 2022	May 17, 2022

Relationships

Registered with (4)

→ C••••••• S••••••••• I•••Registered adviserregistration: current employment
May 3, 2024 to presentfactForm ADV
→ G••••• I••••••••• S••••••••• L••Registered adviserregistration: previous registration
May 17, 2022 to Aug 22, 2024factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 6, 2017 to Apr 14, 2022factForm ADV
→ E••••• J••••Registered adviser

Dated events

Occurred
Aug 22, 2024
Advisor changed firm
J••••••• V•••••• left G••••• I••••••••• S••••••••• L•• for C••••••• S••••••••• I••• (registered 2024-05-03)
Form ADVobserved 7 days ago
Occurred
Apr 14, 2022
Advisor changed firm
J••••••• V•••••• left P•• W••••• M••••••••• for G••••• I••••••••• S••••••••• L•• (registered 2022-05-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:456ea626-d04c-4d7d-43e0-ac9530ba8d21
First observed: Aug 20, 2014
Last observed: Sep 15, 2026 7 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.