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J•••••••• F•••••• V•• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

J•••••••• F•••••• V•• H••••

Advisor at F•••••••• P••••••••• S•••••• I••

DERW•••, MD

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Search this name across graphsid dfx:ria:8f01516c-839c-6d5a-d361-82bf91a24d72

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 22, 2005 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: F•••••••• P••••••••• S•••••• I••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 21, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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
F•••••••• P••••••••• S•••••• I••	State registered	Nov 21, 2025	n/a	yes	DERW•••, MD	Current employment
L•• F•••••••• L••	Bd affiliated wealth	May 15, 2009	Jan 28, 2013	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
L•• F•••••••• L••	F•••••••• P••••••••• S•••••• I••	Jan 28, 2013	Nov 21, 2025	4,680	Firm change after gap	Other
C•••••••• G••••• M•••••• I•••	L•• F•••••••• L••	May 28, 2009

Relationships

Registered with (4)

→ F•••••••• P••••••••• S•••••• I••Registered adviserregistration: current employment
Nov 21, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 15, 2009 to Jan 28, 2013factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Feb 21, 2006 to May 28, 2009factForm ADV
→ L••• M•••• W••• W•••••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f01516c-839c-6d5a-d361-82bf91a24d72
First observed: Sep 22, 2005
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.