J•••••• A•••••

Advisor at V•••• I••••••••• P•••••••

RICHMOND, IN | Rockford, IL

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 graphsid dfx:ria:5373472f-f3a9-28be-bd82-44aaa1e0c6d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 21, 2009 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•••• I••••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 16, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• I••••••••• P•••••••	Independent wealth	Nov 3, 2025	n/a	yes	Rockford, IL\|RICHMOND, IN	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 31, 2023	Nov 10, 2025	no	ROCKFORD, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	V•••• I••••••••• P•••••••	Nov 10, 2025	Nov 3, 2025	-7	Firm change	Wirehouse to RIA
P•• W••••• M•••••••••	W•••• F•••• A•••••••	Feb 1, 2023	Jan 31, 2023

Relationships

Registered with (5)

→ V•••• I••••••••• P•••••••Registered adviserregistration: current employment
Nov 3, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 31, 2023 to Nov 10, 2025factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 2, 2014 to Feb 1, 2023factForm ADV
→ E••••• J••••

Dated events

Occurred
Nov 10, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 1, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5373472f-f3a9-28be-bd82-44aaa1e0c6d9
First observed: Apr 21, 2009
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.