DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

J••••••• L••••• V•• S•••••

Advisor at W•••• F•••• A•••••••

SAN DIEGO, CA | SANTEE, CA

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Search this name across graphsid dfx:ria:c39d8006-ae7b-0139-d005-2d75f9efdb58

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 16, 2005 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Nov 15, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jan 3, 2011	n/a	yes	SANTEE, CA\|SAN DIEGO, CA\|SAN DIEGO, CA	Current employment
W•••• F•••• I••••••••• L••	n/a	Nov 16, 2005	Jan 3, 2011	no	SAN DIEGO, CA\|SAN DIEGO, CA\|EL CAJON, CA\|EL CAJON, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• I••••••••• L••	W•••• F•••• A•••••••	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jan 3, 2011 to presentfactForm ADV
→ W•••• F•••• I••••••••• L••Registered adviserregistration: previous registration
Nov 16, 2005 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c39d8006-ae7b-0139-d005-2d75f9efdb58
First observed: Nov 16, 2005
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.