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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

M•••••• J•• D•••••••

Advisor at V••••••••• A••••••• S•••••••

Tampa, FL | WOODBURY, NY

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Search this name across graphsid dfx:ria:7a008c69-fd6a-14df-8af8-7d50c546849a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2015 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••••••••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 24, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••••• A••••••• S•••••••	Bd affiliated wealth	Jan 21, 2026	n/a	yes	Tampa, FL\|WOODBURY, NY	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Dec 22, 2020	Dec 26, 2025	no	TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	V••••••••• A••••••• S•••••••	Dec 26, 2025	Jan 21, 2026	26	Firm change	Ibd to ibd
P•• A•••••••• L••	J• W• C••• A•••••••• I•••	Dec 23, 2020	Dec 22, 2020

Relationships

Registered with (5)

→ V••••••••• A••••••• S•••••••Registered adviserregistration: current employment
Jan 21, 2026 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 22, 2020 to Dec 26, 2025factForm ADV
→ P•• A•••••••• L••Registered adviserregistration: previous registration
Feb 11, 2019 to Dec 23, 2020factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Dec 26, 2025
Advisor changed firm
M•••••• J•• D••••••• left J• W• C••• A•••••••• I••• for V••••••••• A••••••• S••••••• (registered 2026-01-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a008c69-fd6a-14df-8af8-7d50c546849a
First observed: Jun 30, 2015
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.