DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

J••• M•••••• Z••••

Advisor at V•••• C••• W••••• M••••••••• L••

SURPRISE, AZ

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Search this name across graphsid dfx:ria:7c3e29b6-2314-36b5-2dd2-ff8b6ce7ccd4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 13, 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•••• C••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• C••• W••••• M••••••••• L••	Independent wealth	Feb 12, 2020	n/a	yes	SURPRISE, AZ	Current employment
E••••• J••••	National bd RIA	Feb 13, 2014	Feb 17, 2020	no	SURPRISE, AZ\|SURPRISE, AZ\|SURPRISE, AZ\|ST LOUIS, MO\|SURPRISE, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	V•••• C••• W••••• M••••••••• L••	Feb 17, 2020	Feb 12, 2020	-5	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ V•••• C••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 12, 2020 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Feb 13, 2014 to Feb 17, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c3e29b6-2314-36b5-2dd2-ff8b6ce7ccd4
First observed: Feb 13, 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.