DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor15 years in industry

V••••••• J••••• R••••••

Advisor at T•• W••••• B•••••••

CHESTER, NJ | Richmond, VA

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:ea2b83a9-7899-1389-197c-06f77f08db81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 23, 2013 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: T•• W••••• B•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• B•••••••	Independent wealth	Nov 22, 2023	n/a	yes	Richmond, VA\|CHESTER, NJ	Current employment
J••••• M••••••••• S•••• L••	Bd affiliated wealth	Oct 15, 2018	Nov 27, 2023	no	Washington, DC\|Richmond, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• M••••••••• S•••• L••	T•• W••••• B•••••••	Nov 27, 2023	Nov 22, 2023	-5	Firm change	Ibd to RIA
W•••• F•••• A•••••••	J••••• M••••••••• S•••• L••	Oct 17, 2018	Oct 15, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:463:MD:2018-10-17	Oct 17, 2018	Oct 15, 2018	BETHESDA, MD	Firm change

Relationships

Registered with (3)

→ T•• W••••• B•••••••Registered adviserregistration: current employment
Nov 22, 2023 to presentfactForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Oct 15, 2018 to Nov 27, 2023factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 23, 2013 to Oct 17, 2018factForm ADV

Dated events

Occurred
Nov 27, 2023
Advisor changed firm
V••••••• J••••• R•••••• left J••••• M••••••••• S•••• L•• for T•• W••••• B••••••• (registered 2023-11-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea2b83a9-7899-1389-197c-06f77f08db81
First observed: Oct 23, 2013
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.