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

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

J•••• D•••••••

Advisor at V•••• F•••••••• A•••••••• I•••

MENIFEE, CA | HOUSTON, TX

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Search this name across graphsid dfx:ria:7d740900-69c3-24df-a860-4264529c8f36

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 10, 2013 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•••• F•••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 31, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom 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•••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Oct 6, 2025	n/a	yes	HOUSTON, TX\|MENIFEE, CA	Current employment
C•••••• G•••• • C• I••	Former SEC adviser	Oct 31, 2022	Aug 1, 2025	no

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
C•••••• G•••• • C• I••	V•••• F•••••••• A•••••••• I•••	Aug 1, 2025	Oct 6, 2025	66	Firm change	Ibd to ibd
C•••••••• I••••••••• R••••••• A•••••••• I•••	C•••••• G•••• • C• I••	Jun 9, 2022

Relationships

Registered with (6)

→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Oct 6, 2025 to presentfactForm ADV
→ C•••••• G•••• • C• I••Registered adviserregistration: previous registration
Oct 31, 2022 to Aug 1, 2025factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 23, 2018 to Jun 9, 2022factForm ADV
→ R•••••• J•••• • A••••••••• I•••

Dated events

Occurred
Aug 1, 2025
Advisor changed firm
J•••• D••••••• left C•••••• G•••• • C• I•• for V•••• F•••••••• A•••••••• I••• (registered 2025-10-06)
Form ADVobserved 7 days ago
Occurred
Jun 9, 2022
Advisor changed firm
J•••• D••••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for C•••••• G•••• • C• I•• (registered 2022-10-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d740900-69c3-24df-a860-4264529c8f36
First observed: Jun 10, 2013
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.