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C••••••••• J•••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

C••••••••• J•••• B••••

Advisor at V•• W••••• A•••••••• L••

HUNT VALLEY, MD

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Search this name across graphsid dfx:ria:7b762dd5-df16-4a69-086b-8604b5f630cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 25, 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•• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
V•• W••••• A•••••••• L••	Independent wealth	Jun 16, 2021	n/a	yes	HUNT VALLEY, MD	Current employment
V•••••• M••••••	Former SEC adviser	Aug 25, 2014	Jul 20, 2021	no	HUNT VALLEY, MD

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• M••••••	V•• W••••• A•••••••• L••	Jul 20, 2021	Jun 16, 2021	-34	Firm change after gap	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106858:313717:MD:2021-07-20	Jul 20, 2021	Jun 16, 2021	HUNT VALLEY, MD	Firm change after gap

Relationships

Registered with (2)

→ V•• W••••• A•••••••• L••Registered adviserregistration: current employment
Jun 16, 2021 to presentfactForm ADV
→ V•••••• M••••••Registered adviserregistration: previous registration
Aug 25, 2014 to Jul 20, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b762dd5-df16-4a69-086b-8604b5f630cb
First observed: Aug 25, 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.