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

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RIA / WealthAdvisor24 years in industry

J••• R••••• D••••

Advisor at V••••••••• S•••••••• L••

Winchester, TN | ANNAPOLIS, MD

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Search this name across graphsid dfx:ria:6f57a5ab-5cec-fef8-a8de-44e5a631e37d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2014 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: V••••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••••• S•••••••• L••	Independent wealth	Nov 25, 2025	n/a	yes	ANNAPOLIS, MD\|Winchester, TN	Current employment
D•••••• L••• S••••• L••	Former SEC adviser	Jul 28, 2022	Nov 21, 2025	no	CALHOUN, GA\|WINCHESTER, TN\|ROME, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• L••• S••••• L••	V••••••••• S•••••••• L••	Nov 21, 2025	Nov 25, 2025	4	Firm change	RIA to RIA
C•••• F•••••••• S•••••••• I•••	D•••••• L••• S••••• L••	Mar 2, 2021	Jul 28, 2022

Relationships

Registered with (3)

→ V••••••••• S•••••••• L••Registered adviserregistration: current employment
Nov 25, 2025 to presentfactForm ADV
→ D•••••• L••• S••••• L••Registered adviserregistration: previous registration
Jul 28, 2022 to Nov 21, 2025factForm ADV
→ C•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jun 27, 2014 to Mar 2, 2021factForm ADV

Dated events

Occurred
Nov 21, 2025
Advisor changed firm
J••• R••••• D•••• left D•••••• L••• S••••• L•• for V••••••••• S•••••••• L•• (registered 2025-11-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f57a5ab-5cec-fef8-a8de-44e5a631e37d
First observed: Jun 27, 2014
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.