J•••• E• F••••

Advisor at V•••••• C•••••• M••••••••• I•••

SAN ANTONIO, TX | TROY, MI

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Search this name across graphsid dfx:ria:53993f7f-24d1-8290-3fe0-de3503331886

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 22, 2002 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: V•••••• C•••••• M••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Nov 29, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• C•••••• M••••••••• I•••	Asset manager	Oct 27, 2014	n/a	yes	TROY, MI\|SAN ANTONIO, TX	Current employment
F••••• I•••••••••	Independent wealth	Jun 7, 2013	Oct 2, 2014	no	TROY, MI\|PLANO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• I•••••••••	V•••••• C•••••• M••••••••• I•••	Oct 2, 2014	Oct 27, 2014	25	Firm change	Other
W•••• F•••• A•••••••	F••••• I•••••••••	Oct 31, 2007	Jun 7, 2013

Relationships

Registered with (4)

→ V•••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Oct 27, 2014 to presentfactForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Jun 7, 2013 to Oct 2, 2014factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 26, 2006 to Oct 31, 2007factForm ADV
→ M••••• S•••••• D• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53993f7f-24d1-8290-3fe0-de3503331886
First observed: Nov 22, 2002
Last observed: Sep 15, 2026 8 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.