DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J•••• V•••••••••

Advisor at A••••••• W•••••

JERSEY CITY, NJ

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Search this name across graphsid dfx:ria:ac5f714b-602f-94bc-816f-88d5107036ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 16, 2015 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: A••••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 16, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W•••••	State registered	Aug 16, 2021	n/a	yes	JERSEY CITY, NJ	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Feb 28, 2020	Sep 16, 2020	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	A••••••• W•••••	Sep 16, 2020	Aug 16, 2021	334	Firm change	Ibd to state RIA
G••••• F•••••••• P•••••• C••••••• I•••	C••••••••• F•••••••• N••••••	Nov 4, 2016	Mar 12, 2019

Relationships

Registered with (4)

→ A••••••• W•••••Registered adviserregistration: current employment
Aug 16, 2021 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Feb 28, 2020 to Sep 16, 2020factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
May 20, 2016 to Nov 4, 2016factForm ADV
→ Y••• R•••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac5f714b-602f-94bc-816f-88d5107036ad
First observed: Nov 16, 2015
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.