DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor29 years in industry

W•••••• J••• V•••

Advisor at I•••••••• W••••• A•••••••

GRANGER, IN

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 28, 1998 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: I•••••••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 11, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• W••••• A•••••••	State registered	Feb 21, 2023	n/a	yes	GRANGER, IN	Current employment
S••••••••• A•••••• A•••••••• I•••	Former SEC adviser	May 29, 2002	Feb 24, 2023	no	GRANGER, IN\|GRANGER, IN\|Carmel, IN\|Granger, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••••• A•••••••• I•••	I•••••••• W••••• A•••••••	Feb 24, 2023	Feb 21, 2023	-3	Firm change	Ibd to state RIA
A••••••••• F•••••••• S•••••••• L••	S••••••••• A•••••• A•••••••• I•••	Dec 12, 2003	May 29, 2002

Team moves

••• Locked

Team	Left	Joined	From	Kind
110518:323750:IN:2023-02-24	Feb 24, 2023	Feb 21, 2023	GRANGER, IN	Firm change

Relationships

Registered with (3)

→ I•••••••• W••••• A•••••••Registered adviserregistration: current employment
Feb 21, 2023 to presentfactForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
May 29, 2002 to Feb 24, 2023factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 28, 1998 to Dec 12, 2003factForm ADV

Dated events

Order

Occurred
24 Feb 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 28, 1998
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.