DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor25 years in industry

J••• R•••••• P•••••••••

Advisor at V••••••• C•••••• A•••••••• L••

Bradenton, FL | HUNT VALLEY, MD

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:64de7aeb-d213-2041-0ba0-52b64a9ad939

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 28, 2025 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•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 23, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• C•••••• A•••••••• L••	Independent wealth	Sep 16, 2025	n/a	yes	HUNT VALLEY, MD\|Bradenton, FL	Current employment
C•••••• C••••••• L••	Independent wealth	May 28, 2025	Jun 2, 2025	no	Bradenton, FL\|BUFFALO, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• C••••••• L••	V••••••• C•••••• A•••••••• L••	Jun 2, 2025	Sep 16, 2025	106	Firm change	RIA to RIA

Relationships

Registered with (2)

→ V••••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Sep 16, 2025 to presentfactForm ADV
→ C•••••• C••••••• L••Registered adviserregistration: previous registration
May 28, 2025 to Jun 2, 2025factForm ADV

Dated events

Occurred
Jun 2, 2025
Advisor changed firm
J••• R•••••• P••••••••• left C•••••• C••••••• L•• for V••••••• C•••••• A•••••••• L•• (registered 2025-09-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64de7aeb-d213-2041-0ba0-52b64a9ad939
First observed: May 28, 2025
Last observed: Sep 15, 2026 7 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.