DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

J••• M•••• V•••••••••

Advisor at I••••• P••••••••• W•••••• L••

Davie, FL | MARIETTA, GA

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Search this name across graphsid dfx:ria:9b194c13-60d1-3323-9a5f-d38047b1011b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 9, 2010 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: I••••• P••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••• P••••••••• W•••••• L••	Independent wealth	Mar 17, 2026	n/a	yes	MARIETTA, GA\|Davie, FL	Current employment
C•• I••••••••• I••	Independent wealth	Oct 20, 2017	Mar 10, 2026	no	DAVIE, FL\|Davie, FL\|ROCHESTER, MI\|ROCHESTER, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• I••••••••• I••	I••••• P••••••••• W•••••• L••	Mar 10, 2026	Mar 17, 2026	7	Firm change	RIA to RIA
M•• A••••••• F•••••••• M••••••••• I•••	C•• I••••••••• I••	Oct 16, 2017	Oct 20, 2017

Relationships

Registered with (4)

→ I••••• P••••••••• W•••••• L••Registered adviserregistration: current employment
Mar 17, 2026 to presentfactForm ADV
→ C•• I••••••••• I••Registered adviserregistration: previous registration
Oct 20, 2017 to Mar 10, 2026factForm ADV
→ M•• A••••••• F•••••••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 4, 2014 to Oct 16, 2017factForm ADV
→ H•• A••••••• S••••••• L••

Dated events

Occurred
Mar 10, 2026
Advisor changed firm
J••• M•••• V••••••••• left C•• I••••••••• I•• for I••••• P••••••••• W•••••• L•• (registered 2026-03-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b194c13-60d1-3323-9a5f-d38047b1011b
First observed: Jul 9, 2010
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.