J••••• V••••

Advisor at F••••• C••• C•••••• L••

Frederick, MD | PITTSFORD, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:987178af-8f11-139a-a5c7-28067558f956

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 22, 2016 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••••• C••• C•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 19, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• C••• C•••••• L••	Independent wealth	Jan 30, 2026	n/a	yes	Frederick, MD\|PITTSFORD, NY	Current employment
T•••••• P•••• F••••••••	Independent wealth	Aug 6, 2019	Feb 5, 2026	no	FREDERICK, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• P•••• F••••••••	F••••• C••• C•••••• L••	Feb 5, 2026	Jan 30, 2026	-6	Firm change	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	T•••••• P•••• F••••••••	Aug 1, 2019	Aug 6, 2019

Relationships

Registered with (6)

→ F••••• C••• C•••••• L••Registered adviserregistration: current employment
Jan 30, 2026 to presentfactForm ADV
→ T•••••• P•••• F••••••••Registered adviserregistration: previous registration
Aug 6, 2019 to Feb 5, 2026factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 16, 2018 to Aug 1, 2019factForm ADV
→ R•••••• J•••• • A••••••••• I•••

Dated events

Occurred
Feb 5, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:987178af-8f11-139a-a5c7-28067558f956
First observed: Feb 22, 2016
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.