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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J••••• M• P••••••

Advisor at V•••• F•••••••• A•••••••• L••

CARMEL, IN

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Search this name across graphsid dfx:ria:ac1f4d94-54a6-9fa8-3739-b6b38a2175a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 23, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• M• P••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: V•••• F•••••••• A•••••••• L••
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: Jan 23, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 19derivedfrom 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
V•••• F•••••••• A•••••••• L••	Independent wealth	Mar 15, 2007	n/a	yes	CARMEL, IN	Current employment
A••••• W••••• A•••••••• I•••	State registered	Jan 23, 2006	Jan 18, 2007	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
A••••• W••••• A•••••••• I•••	V•••• F•••••••• A•••••••• L••	Jan 18, 2007	Mar 15, 2007	56	Firm change	Other

Relationships

Registered with (2)

→ V•••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Mar 15, 2007 to presentfactForm ADV
→ A••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 23, 2006 to Jan 18, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac1f4d94-54a6-9fa8-3739-b6b38a2175a6
First observed: Jan 23, 2006
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.