DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

J•••• V•••••• R••••

Advisor at F•••••••• M••••••••• S••••••••• I•••

ZELIENOPLE, PA | BROADVIEW HTS., OH

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Search this name across graphsid dfx:ria:d6781a07-c2cb-76e2-1a9d-231e8b0a1626

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 29, 2003 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: F•••••••• M••••••••• S••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 18, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• M••••••••• S••••••••• I•••	Independent wealth	Aug 31, 2015	n/a	yes	ZELIENOPLE, PA\|BROADVIEW HTS., OH	Current employment
C•••••• A•••••••	Bd affiliated wealth	Dec 19, 2013	Jul 31, 2015	no	WEXFORD, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••	F•••••••• M••••••••• S••••••••• I•••	Jul 31, 2015	Aug 31, 2015	31	Firm change	Other
L•••••• I•••••••••	C•••••• A•••••••	Jul 31, 2015	Dec 19, 2013

Relationships

Registered with (6)

→ F•••••••• M••••••••• S••••••••• I•••Registered adviserregistration: current employment
Aug 31, 2015 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Dec 19, 2013 to Jul 31, 2015factForm ADV
→ L•••••• I•••••••••Registered adviserregistration: previous registration
Apr 7, 2011 to Jul 31, 2015factForm ADV
→ G•••• A••••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6781a07-c2cb-76e2-1a9d-231e8b0a1626
First observed: Jul 29, 2003
Last observed: Sep 15, 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.