DFX Intelligence

J••••• L••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

J••••• L••• G••••

Advisor at V•••••• A•••••••• I•••

Rice Lake, WI

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Search this name across graphsid dfx:ria:732d5c52-eeb9-b001-f36d-283ba645afe5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 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•••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 24, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••••••• I•••	Bd affiliated wealth	Jan 1, 2025	n/a	yes	Rice Lake, WI	Current employment
B•• I••••••••• A•••••••• I•••	State registered	Apr 27, 2016	Nov 9, 2018	no	WAYZATA, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• I••••••••• A•••••••• I•••	V•••••• A•••••••• I•••	Nov 9, 2018	Jan 1, 2025	2,245	Firm change after gap	Other
C•• S••••••••• L••	S••••••• F•••••••• S•••••••• I•••	Mar 24, 2016	Jan 27, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
129374:108050:MN:2018-11-09	Nov 9, 2018	Jan 1, 2025	WAYZATA, MN	Firm change after gap

Relationships

Registered with (4)

→ V•••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ B•• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 27, 2016 to Nov 9, 2018factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 27, 2014 to Mar 24, 2016factForm ADV
→ C•• S••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:732d5c52-eeb9-b001-f36d-283ba645afe5
First observed: Jan 27, 2014
Last observed: Sep 14, 2026 9 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.