DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

J•••• V•••••• G••••

Advisor at M••••• F•••••••• W•••••••

PORTSMOUTH, NH

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Search this name across graphsid dfx:ria:a3ad92db-f8f1-da80-0e78-eda69d0ac5a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 23, 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: M••••• F•••••••• W•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 13, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• F•••••••• W•••••••	State registered	Apr 21, 2025	n/a	yes	PORTSMOUTH, NH	Current employment
S••••• P••• C••••••• L••	State registered	Mar 14, 2018	Apr 16, 2026	no	Portsmouth, NH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• P••• C••••••• L••	M••••• F•••••••• W•••••••	Apr 16, 2026	Apr 21, 2025	-360	Firm change after gap	Other
O•••• I••••••••• I•••	S••••• P••• C••••••• L••	Jan 8, 2018	Mar 14, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:35371:CT:2015-12-18	Dec 21, 2015	Dec 1, 2015	DAYVILLE, CT	Firm change

Relationships

Registered with (5)

→ M••••• F•••••••• W•••••••Registered adviserregistration: current employment
Apr 21, 2025 to presentfactForm ADV
→ S••••• P••• C••••••• L••Registered adviserregistration: previous registration
Mar 14, 2018 to Apr 16, 2026factForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Dec 1, 2015 to Jan 8, 2018factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Apr 16, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3ad92db-f8f1-da80-0e78-eda69d0ac5a7
First observed: Nov 23, 2010
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.