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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

J•••••• J••••• C••••

Advisor at V•••• C••••••• I•••

STATE COLLEGE, PA

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Search this name across graphsid dfx:ria:9cd6a230-d0ba-023a-d8c2-d46a32e9df3f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 27, 2011 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•••• C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 16, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• C••••••• I•••	Independent wealth	Nov 13, 2013	n/a	yes	STATE COLLEGE, PA	Current employment
L•••••• I•••••••••	Independent wealth	Jun 27, 2011	Dec 1, 2011	no	CATAWISSA, PA\|BETHLEHEM, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• I•••••••••	V•••• C••••••• I•••	Dec 1, 2011	Nov 13, 2013	713	Firm change after gap	Other

Relationships

Registered with (2)

→ V•••• C••••••• I•••Registered adviserregistration: current employment
Nov 13, 2013 to presentfactForm ADV
→ L•••••• I•••••••••Registered adviserregistration: previous registration
Jun 27, 2011 to Dec 1, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9cd6a230-d0ba-023a-d8c2-d46a32e9df3f
First observed: Jun 27, 2011
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.