DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

J•• H••••• M••••••

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

BRENTWOOD, TN | Dayton, KY

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Search this name across graphsid dfx:ria:ee971df6-1938-42d2-64c3-094bff29ce7c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2017 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••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 9, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• C•••••• M••••••••• L••	Independent wealth	Aug 1, 2018	n/a	yes	BRENTWOOD, TN\|Dayton, KY	Current employment
H••••• I••••••••• M••••••••• L••	Independent wealth	Aug 15, 2017	Jul 25, 2018	no	Cold Spring, KY\|CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• I••••••••• M••••••••• L••	V••••• C•••••• M••••••••• L••	Jul 25, 2018	Aug 1, 2018	7	Firm change	RIA to RIA

Relationships

Registered with (2)

→ V••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Aug 1, 2018 to presentfactForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 15, 2017 to Jul 25, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee971df6-1938-42d2-64c3-094bff29ce7c
First observed: Aug 15, 2017
Last observed: Sep 14, 2026 9 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.