J••• T• O••••••

Advisor at V•••••• V•••••••• P••••••• L••

SYLVANIA, OH | Whitehouse, OH

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:ecaa835d-d5d7-708c-f180-f35a9a3cf241

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2008 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•••••• V•••••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 6, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• V•••••••• P••••••• L••	Independent wealth	Jun 24, 2019	n/a	yes	Whitehouse, OH\|SYLVANIA, OH	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Dec 4, 2012	Jul 4, 2019	no	SYLVANIA, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	V•••••• V•••••••• P••••••• L••	Jul 4, 2019	Jun 24, 2019	-10	Firm change	Wirehouse to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	U•• F•••••••• S••••••• I•••	Aug 16, 2012	Dec 4, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:304237:OH:2019-07-03	Jul 4, 2019	Jun 24, 2019	SYLVANIA, OH	Firm change

Relationships

Registered with (4)

→ V•••••• V•••••••• P••••••• L••Registered adviserregistration: current employment
Jun 24, 2019 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Dec 4, 2012 to Jul 4, 2019factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 27, 2010 to Aug 16, 2012factForm ADV
→ M••••• S•••••• • C•• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecaa835d-d5d7-708c-f180-f35a9a3cf241
First observed: Mar 7, 2008
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.