R••••• J• S•••

Advisor at V••••• W••••• A•••••••

ORANGE, CT

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 10, 2011 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••••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 3, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• W••••• A•••••••	State registered	Mar 18, 2024	n/a	yes	ORANGE, CT	Current employment
F••••• G•••• A••••••• L••	Independent wealth	Mar 2, 2020	Feb 5, 2024	no	Bridgeport, CT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• G•••• A••••••• L••	V••••• W••••• A•••••••	Feb 5, 2024	Mar 18, 2024	42	Firm change	RIA to state RIA
T•••••• W••••• A•••••••• I•••	F••••• G•••• A••••••• L••	Mar 2, 2020	Mar 2, 2020

Relationships

Registered with (7)

→ V••••• W••••• A•••••••Registered adviserregistration: current employment
Mar 18, 2024 to presentfactForm ADV
→ F••••• G•••• A••••••• L••Registered adviserregistration: previous registration
Mar 2, 2020 to Feb 5, 2024factForm ADV
→ T•••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 10, 2017 to Mar 2, 2020factForm ADV
→ S•• A•••••••• I•••

Dated events

Occurred
Feb 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 10, 2011
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.