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

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

J•••• V•••••• P••••••

Advisor at D••• D••••••• • C••

GREAT FALLS, MT

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Search this name across graphsid dfx:ria:9f15b5a7-6ccd-bf15-4956-9495036fdf26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 21, 2002 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: D••• D••••••• • C••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 19, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 24derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
D••• D••••••• • C••	Independent wealth	Apr 17, 2002	n/a	yes	GREAT FALLS, MT	Current employment
D••••••• I••••••••• A•••••••• I•••	Independent wealth	Jun 21, 2002	Nov 8, 2004	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••• I••••••••• A•••••••• I•••	n/a	Nov 8, 2004	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ D••• D••••••• • C••Registered adviserregistration: current employment
Apr 17, 2002 to presentfactForm ADV
→ D••••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 21, 2002 to Nov 8, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f15b5a7-6ccd-bf15-4956-9495036fdf26
First observed: Jun 21, 2002
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.