DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J••••• H• V••••••

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

CLAYTON, MO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Jan 12, 2010 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: C•••••• C•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 11, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• C•••••• W••••• M••••••••• L••	Independent wealth	Feb 3, 2026	n/a	yes	CLAYTON, MO	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Feb 10, 2025	Jan 20, 2026	no	FRONTENAC, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••• C•••••• W••••• M••••••••• L••	Jan 20, 2026	Feb 3, 2026	14	Firm change	Wirehouse to RIA
M••••• G•••• I••••••••• A•••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Aug 30, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
20472:79:MO:2020-11-13	Nov 13, 2020	Nov 23, 2020	ST LOUIS, MO	Firm change

Relationships

Registered with (9)

→ C•••••• C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 3, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 10, 2025 to Jan 20, 2026factForm ADV
→ M••••• G•••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 30, 2022 to Aug 30, 2024factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Order

Occurred
20 Jan 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
30 Aug 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
15 Nov 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 12, 2010
Last observed: Sep 14, 2026 10 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.