DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J••• T•••• V••••• P••••

Advisor at F••••• I•••••••••

Camas, WA | PLANO, TX

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:62d75191-3d95-97ba-d658-36f93c2169f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2012 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: F••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 19, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Sep 27, 2018	n/a	yes	PLANO, TX\|Camas, WA	Current employment
S••••••• F•••••••• S•••••••• I•••	Former SEC adviser	Oct 6, 2016	Aug 17, 2018	no	Greenwood Village, CO\|Greenwood Village, CO\|COLORADO SPRINGS, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• F•••••••• S•••••••• I•••	F••••• I•••••••••	Aug 17, 2018	Sep 27, 2018	41	Firm change	Ibd to RIA
E•••••••• A•••••••• L••	S••••••• F•••••••• S•••••••• I•••	Sep 12, 2016	Oct 6, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:15296:CO:2016-09-12	Sep 12, 2016	Oct 6, 2016	LAKEWOOD, CO	Firm change

Relationships

Registered with (3)

→ F••••• I•••••••••Registered adviserregistration: current employment
Sep 27, 2018 to presentfactForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 6, 2016 to Aug 17, 2018factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 21, 2012 to Sep 12, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62d75191-3d95-97ba-d658-36f93c2169f6
First observed: Aug 21, 2012
Last observed: Sep 14, 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.