DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J••••• G•••• L••••

Advisor at V•••••• A•••••••• L••

Oak Brook, IL | CHICAGO, IL

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Search this name across graphsid dfx:ria:997424de-a76e-f49e-fbf6-fe431fb7e20c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 31, 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: V•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••••••• L••	Independent wealth	Oct 6, 2025	n/a	yes	CHICAGO, IL\|Oak Brook, IL	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Dec 17, 2018	Oct 6, 2025	no	Oak Brook, IL\|Cincinnati, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	V•••••• A•••••••• L••	Oct 6, 2025	Oct 6, 2025	0	Firm change	Ibd to RIA
L•• F•••••••• L••	C••••••••• F•••••••• N••••••	Dec 21, 2018	Dec 17, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:8032:IL:2018-12-21	Dec 21, 2018	Dec 17, 2018	OAK BROOK, IL	Firm change

Relationships

Registered with (3)

→ V•••••• A•••••••• L••Registered adviserregistration: current employment
Oct 6, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Dec 17, 2018 to Oct 6, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 31, 2016 to Dec 21, 2018factForm ADV

Dated events

Occurred
Oct 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:997424de-a76e-f49e-fbf6-fe431fb7e20c
First observed: May 31, 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.