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J•••• P•••••• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

J•••• P•••••• M••••••

Advisor at V•••• W••••• M••••••••• L••

Fridley, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6eaed15-549d-5a8c-d921-673c8201b4af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 16, 2011 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••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 9derivedfrom 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
V•••• W••••• M••••••••• L••	State registered	Feb 9, 2017	n/a	yes	Fridley, MN	Current employment
T•• I••••••••• C•••••• L••	n/a	Sep 17, 2015	Nov 7, 2016	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
T•• I••••••••• C•••••• L••	V•••• W••••• M••••••••• L••	Nov 7, 2016	Feb 9, 2017	94	Firm change	Other
S••••••••• S••••••••• L••	T•• I••••••••• C•••••• L••	May 1, 2015

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
150506:175009:MN:2015-03-20	Mar 20, 2015	Mar 12, 2015	ANDOVER, MN	Firm change

Relationships

Registered with (5)

→ V•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 9, 2017 to presentfactForm ADV
→ T•• I••••••••• C•••••• L••Registered adviserregistration: previous registration
Sep 17, 2015 to Nov 7, 2016factForm ADV
→ S••••••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 12, 2015 to May 1, 2015factForm ADV
→ S••••••• A•••• M••••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6eaed15-549d-5a8c-d921-673c8201b4af
First observed: Feb 16, 2011
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.