DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

P•••••• J••• V•••

Advisor at O•••••••

BEACHWOOD, OH | Charlottesville, VA

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Search this name across graphsid dfx:ria:610f1d74-b19e-f89a-24f6-ca2351bc3420

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Sep 5, 2008 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: O•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 5, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••	Independent wealth	Nov 18, 2024	n/a	yes	Charlottesville, VA\|BEACHWOOD, OH	Current employment
A•••• F•••••••• W••••• M••••••••• L••	Independent wealth	Jan 26, 2023	Aug 28, 2024	no	ASHBURN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• F•••••••• W••••• M••••••••• L••	O•••••••	Aug 28, 2024	Nov 18, 2024	82	Firm change	RIA to RIA
I••••• P••••••••• W•••••• L••	A•••• F•••••••• W••••• M••••••••• L••	Jan 20, 2023	Jan 26, 2023

Relationships

Registered with (10)

→ O•••••••Registered adviserregistration: current employment
Nov 18, 2024 to presentfactForm ADV
→ A•••• F•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 26, 2023 to Aug 28, 2024factForm ADV
→ I••••• P••••••••• W•••••• L••Registered adviserregistration: previous registration
Feb 23, 2022 to Jan 20, 2023factForm ADV
→ J• H•••• C••••••• I•••

Dated events

Occurred
Aug 28, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 20, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 21, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:610f1d74-b19e-f89a-24f6-ca2351bc3420
First observed: Sep 5, 2008
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.