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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst10 years in industry

V••••• J••••••

Advisor at P••••••••

ENGLEWOOD, NJ | WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a76479ef-f2ca-2d1d-df1a-2a91385a96cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 22, 2016 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: P••••••••
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: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

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
P••••••••	Independent wealth	Jun 15, 2022	n/a	yes	ENGLEWOOD, NJ\|WINTER PARK, FL	Current employment
E•••• V•••• W••••••• A•••••••	Former SEC adviser	Dec 8, 2020	May 24, 2022	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
E•••• V•••• W••••••• A•••••••	P••••••••	May 24, 2022	Jun 15, 2022	22	Firm change	RIA to RIA
W•••• O•• A•••••••• L••	E•••• V•••• W••••••• A•••••••	Dec 11, 2020

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
132047:151736:MA:2022-05-24	May 24, 2022	Jun 15, 2022	BOSTON, MA	Firm change
140486:132047:FL:2020-12-11	Dec 11, 2020	Dec 8, 2020	WINTER PARK, FL	Firm change

Relationships

Registered with (4)

→ P••••••••Registered adviserregistration: current employment
Jun 15, 2022 to presentfactForm ADV
→ E•••• V•••• W••••••• A•••••••Registered adviserregistration: previous registration
Dec 8, 2020 to May 24, 2022factForm ADV
→ W•••• O•• A•••••••• L••Registered adviserregistration: previous registration
Jul 17, 2019 to Dec 11, 2020factForm ADV
→ M••••• S••••••

Dated events

Occurred
May 24, 2022
Advisor changed firm
V••••• J•••••• left E•••• V•••• W••••••• A••••••• for Pathstone (registered 2022-06-15)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a76479ef-f2ca-2d1d-df1a-2a91385a96cb
First observed: Dec 22, 2016
Last observed: Sep 14, 2026 7 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.