DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J••••• E••••• D••• G•••

Advisor at V••• R••••••••• A•••••••• L••

Castle Rock, CO | WINDSOR, CT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2015 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••• R••••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• R••••••••• A•••••••• L••	Other adviser	Feb 6, 2025	n/a	yes	Castle Rock, CO\|WINDSOR, CT	Current employment
O••••••••• S••••••••• I•••	Bd affiliated wealth	Jul 17, 2019	Feb 8, 2025	no	Scottsdale, AZ\|Greenwood Village, CO\|INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• S••••••••• I•••	V••• R••••••••• A•••••••• L••	Feb 8, 2025	Feb 6, 2025	-2	Firm change	Other
N••••••••• M••••• I••••••••• S•••••••••	O••••••••• S••••••••• I•••	Jul 1, 2019	Jul 17, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
4173:3989:IN:2025-02-01	Feb 8, 2025	Feb 6, 2025	INDIANAPOLIS, IN	Firm change

Relationships

Registered with (4)

→ V••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Feb 6, 2025 to presentfactForm ADV
→ O••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jul 17, 2019 to Feb 8, 2025factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Aug 16, 2018 to Jul 1, 2019factForm ADV
→ L•••••••• P••••••• S•••••••• L••

Dated events

Order

Occurred
8 Feb 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 21, 2015
Last observed: Sep 14, 2026 10 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.