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

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RIA / WealthAdvisorChartered Financial Analyst29 years in industry

J••••• V••••• S••••

Advisor at A••••••• S•••••• C••••••• L••

NEW YORK, NY

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Search this name across graphsid dfx:ria:bd29c666-f5cd-0e10-c879-c921c49a9f01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 13, 2008 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••••••• S•••••• C••••••• L••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom 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
A••••••• S•••••• C••••••• L••	Institutional manager	Aug 8, 2022	n/a	yes	NEW YORK, NY	Current employment
A••••••• S•••••• C••••••• L••	Institutional manager	Jul 11, 2008	Apr 8, 2011	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••••••• S•••••• M••••••••• L••	A••••••• S•••••• C••••••• L••	Mar 31, 2011	Jul 11, 2008	-993	Firm change after gap	Other

Relationships

Registered with (2)

→ A••••••• S•••••• C••••••• L••Registered adviserregistration: previous registration
Jul 11, 2008 to Apr 8, 2011factForm ADV
→ A••••••• S•••••• M••••••••• L••Registered adviserregistration: previous registration
May 13, 2008 to Mar 31, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd29c666-f5cd-0e10-c879-c921c49a9f01
First observed: May 13, 2008
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.