DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

J••• M•••••• E•••

Advisor at V••••••• A•••••••• I•••

MALVERN, PA

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Search this name across graphsid dfx:ria:8fb62eca-0b89-90fd-6051-1ae7906c4919

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 16, 2012 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••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 13, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• A•••••••• I•••	Bd affiliated wealth	Oct 1, 2019	n/a	yes	MALVERN, PA	Current employment
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jul 19, 2016	Dec 6, 2017	no	CENTER VALLEY, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	V••••••• A•••••••• I•••	Dec 6, 2017	Oct 1, 2019	664	Firm change after gap	Other
W•••••• • R•••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Jul 31, 2014	Jul 19, 2016

Relationships

Registered with (5)

→ V••••••• A•••••••• I•••Registered adviserregistration: current employment
Oct 1, 2019 to presentfactForm ADV
→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 19, 2016 to Dec 6, 2017factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Jul 17, 2014 to Jul 31, 2014factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fb62eca-0b89-90fd-6051-1ae7906c4919
First observed: Jul 16, 2012
Last observed: Sep 14, 2026 9 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.