DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

S••••• J••••• C•••••••

Advisor at V•••••• V•••••••• P••••••• L••

SYLVANIA, OH | Bonita Springs, FL

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Search this name across graphsid dfx:ria:d221fe7a-8621-932b-840f-a4224b3c5081

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2004 to Sep 15, 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: V•••••• V•••••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• V•••••••• P••••••• L••	Independent wealth	May 1, 2026	n/a	yes	Bonita Springs, FL\|SYLVANIA, OH	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	May 19, 2014	May 12, 2026	no	Estero, FL\|BONITA SPRINGS, FL\|Estero, FL\|Miami Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	V•••••• V•••••••• P••••••• L••	May 12, 2026	May 1, 2026	-11	Firm change	Wirehouse to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	U•• F•••••••• S••••••• I•••	May 20, 2014	May 19, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:304237:FL:2026-05-12	May 12, 2026	May 1, 2026	ESTERO, FL	Firm change

Relationships

Registered with (4)

→ V•••••• V•••••••• P••••••• L••Registered adviserregistration: current employment
May 1, 2026 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
May 19, 2014 to May 12, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 10, 2008 to May 20, 2014factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
May 12, 2026
Advisor changed firm
S••••• J••••• C••••••• left U•• F•••••••• S••••••• I••• for V•••••• V•••••••• P••••••• L•• (registered 2026-05-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d221fe7a-8621-932b-840f-a4224b3c5081
First observed: Jan 5, 2004
Last observed: Sep 15, 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.