DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J••••• T••••• L•••••

Advisor at V•••••• A•••••••• I•••

Onalaska, WI

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Data as of Sep 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 8, 2010 to Sep 23, 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•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 30, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••••••• I•••	Bd affiliated wealth	Jul 18, 2019	n/a	yes	Onalaska, WI	Current employment
P•••••••• S••••••••• I•••	Bd affiliated wealth	Jun 16, 2016	Jul 26, 2019	no	Onalaska, WI\|Onalaska, WI\|WAUWATOSA, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	V•••••• A•••••••• I•••	Jul 26, 2019	Jul 18, 2019	-8	Firm change	Ibd to ibd
W••••••• C••••••• L••	P•••••••• S••••••••• I•••	Jun 7, 2016	Jun 16, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
1137:108050:WI:2019-07-24	Jul 26, 2019	Jul 18, 2019	WAUWATOSA, WI	Firm change
143960:1137:WI:2016-06-07	Jun 7, 2016	Jun 16, 2016	WEST SALEM, WI	Firm change

Relationships

Registered with (3)

→ V•••••• A•••••••• I•••Registered adviserregistration: current employment
Jul 18, 2019 to presentfactForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jun 16, 2016 to Jul 26, 2019factForm ADV
→ W••••••• C••••••• L••Registered adviserregistration: previous registration
Dec 8, 2010 to Jun 7, 2016factForm ADV

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Only bookkeeping events name this entity; they are folded below.

Show 1 bookkeeping event

Occurred
Sep 22, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 8, 2010
Last observed: Sep 23, 2026 33 h 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.