DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

N••••••• J•••• M•••••

Advisor at V••••••• A•••••••• I•••

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:51fab3fd-5484-7715-03b9-50e056b198f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jan 4, 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••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• A•••••••• I•••	Bd affiliated wealth	Feb 7, 2025	n/a	yes	SCOTTSDALE, AZ	Current employment
B•••••••• W•••••	n/a	Feb 26, 2024	Nov 22, 2024	no	COLUMBUS, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• W•••••	V••••••• A•••••••• I•••	Nov 22, 2024	Feb 7, 2025	77	Firm change	Other
D•• W••••• M•••••••••	B•••••••• W•••••	Jan 31, 2024	Feb 26, 2024

Relationships

Registered with (7)

→ V••••••• A•••••••• I•••Registered adviserregistration: current employment
Feb 7, 2025 to presentfactForm ADV
→ B•••••••• W•••••Registered adviserregistration: previous registration
Feb 26, 2024 to Nov 22, 2024factForm ADV
→ D•• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 28, 2022 to Jan 31, 2024factForm ADV
→ G•••••• L••Registered adviser

Dated events

Occurred
Nov 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51fab3fd-5484-7715-03b9-50e056b198f9
First observed: Jan 4, 2017
Last observed: Sep 14, 2026 9 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.