DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant25 years in industry

J•••••• F•••• V••••••

Advisor at V•••••• W••••• A•••••••• L••

CARLSBAD, CA

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Search this name across graphsid dfx:ria:a30a63f8-1ee9-8176-b768-e1fcaa0f2b3d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 15, 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: V•••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 16, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••••• A•••••••• L••	Independent wealth	Jan 6, 2011	n/a	yes	CARLSBAD, CA	Current employment
V•••••• W••••• A•••••••• L••	Independent wealth	Aug 12, 2008	Dec 31, 2009	no	CARLSBAD, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	V•••••• W••••• A•••••••• L••	Feb 17, 2011	Aug 12, 2008	-919	Firm change after gap	Other

Relationships

Registered with (2)

→ V•••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 12, 2008 to Dec 31, 2009factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Oct 15, 2002 to Feb 17, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a30a63f8-1ee9-8176-b768-e1fcaa0f2b3d
First observed: Oct 15, 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.