M•• J•••• M••••

Advisor at V••••••••• A••••••• S•••••••

WOODBURY, NY | Metuchen, NJ

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:5d285085-903b-280c-149b-dc7648a77de6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2016 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••••••••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••••• A••••••• S•••••••	Bd affiliated wealth	Aug 29, 2017	n/a	yes	WOODBURY, NY\|Metuchen, NJ	Current employment
S•••••••• F••••••••• I•••	Former SEC adviser	Jun 28, 2016	Aug 31, 2017	no	METUCHEN, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• F••••••••• I•••	V••••••••• A••••••• S•••••••	Aug 31, 2017	Aug 29, 2017	-2	Firm change	Other

Relationships

Registered with (2)

→ V••••••••• A••••••• S•••••••Registered adviserregistration: current employment
Aug 29, 2017 to presentfactForm ADV
→ S•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Jun 28, 2016 to Aug 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d285085-903b-280c-149b-dc7648a77de6
First observed: Jun 28, 2016
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.