DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

J••••• P•••• V••••

Advisor at A••••••••• F•••••••• S•••••••• L••

Grayslake, IL

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:b81423cd-d0f8-781a-064c-b64f4bfce9b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 9, 2007 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••••••••• F•••••••• S•••••••• L••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: May 31, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Aug 11, 2025	n/a	yes	Grayslake, IL	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Sep 1, 2023	Aug 13, 2025	no	GRAYSLAKE, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	A••••••••• F•••••••• S•••••••• L••	Aug 13, 2025	Aug 11, 2025	-2	Firm change	Ibd to ibd
S•••••••• F••••••••• I•••	O•••• W•••••• I•••	Sep 1, 2023	Sep 1, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:6363:IL:2025-08-13	Aug 13, 2025	Aug 11, 2025	GRAYSLAKE, IL	Firm change
134139:133763:IL:2021-08-06	Aug 6, 2021	Aug 3, 2021	GRAYSLAKE, IL	Firm change

Relationships

Registered with (7)

→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Sep 1, 2023 to Aug 13, 2025factForm ADV
→ S•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Aug 3, 2021 to Sep 1, 2023factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••

Dated events

Occurred
Aug 13, 2025
Advisor changed firm
J••••• P•••• V•••• left O•••• W•••••• I••• for A••••••••• F•••••••• S•••••••• L•• (registered 2025-08-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b81423cd-d0f8-781a-064c-b64f4bfce9b7
First observed: Jul 9, 2007
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.