DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J••• D•••• F••••••

Advisor at V••••••• W•••••

CHARLESTON, WV | GREENVILLE, NC

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Search this name across graphsid dfx:ria:d2795d6c-f49e-a762-12c8-3916d5a232c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 18, 2017 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: V••••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• W•••••	Independent wealth	Jul 2, 2026	n/a	yes	CHARLESTON, WV\|GREENVILLE, NC	Current employment
A•••••• W••••• M••••••••• L••	Independent wealth	Jan 29, 2025	Jul 2, 2026	no	CARLSBAD, CA\|GREENVILLE, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• W••••• M••••••••• L••	V••••••• W•••••	Jul 2, 2026	Jul 2, 2026	0	Firm change	RIA to RIA
F••••• M••••• W••••• A•••••••• L••	A•••••• W••••• M••••••••• L••	Jan 30, 2025	Jan 29, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
110905:164081:VA:2025-01-30	Jan 30, 2025	Jan 29, 2025	RICHMOND, VA	Firm change
109279:110905:NC:2022-08-24	Aug 24, 2022	Jun 1, 2022	GREENVILLE, NC	Firm change after gap

Relationships

Registered with (5)

→ V••••••• W•••••Registered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ A•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 29, 2025 to Jul 2, 2026factForm ADV
→ F••••• M••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 1, 2022 to Jan 30, 2025factForm ADV
→ D•••• H••••• G•••••• W••••• A••••••• L••

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 24, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d2795d6c-f49e-a762-12c8-3916d5a232c5
First observed: Sep 18, 2017
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.