DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

J•••••• R••••• M••••••

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

MINNEAPOLIS, MN | Lakeville, MN

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Search this name across graphsid dfx:ria:eb9a45e4-8447-3faf-3822-9087a654e97a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 24, 2015 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•• C•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 13, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•• C•••••• W••••• M••••••••• L••	Independent wealth	Sep 11, 2023	n/a	yes	MINNEAPOLIS, MN\|Lakeville, MN	Current employment
F•• W••••• M••••••••• L••	Bd affiliated wealth	Feb 20, 2019	Sep 14, 2023	no	West Des Moines, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•• W••••• M••••••••• L••	V•• C•••••• W••••• M••••••••• L••	Sep 14, 2023	Sep 11, 2023	-3	Firm change	Ibd to RIA
H•••••• J• S••• C•••••• M••••••••• I•••	F•• W••••• M••••••••• L••	Feb 27, 2019	Feb 20, 2019

Relationships

Registered with (3)

→ V•• C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 11, 2023 to presentfactForm ADV
→ F•• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 20, 2019 to Sep 14, 2023factForm ADV
→ H•••••• J• S••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 24, 2015 to Feb 27, 2019factForm ADV

Dated events

Occurred
Sep 14, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb9a45e4-8447-3faf-3822-9087a654e97a
First observed: Dec 24, 2015
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.