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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

J•• V•• G••••••••

Advisor at L••••• W••••• M•••••••••

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:fffadf48-92a2-8960-9ead-f893b78d5aae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 28, 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: L••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• W••••• M•••••••••	Independent wealth	Jan 23, 2024	n/a	yes	SALT LAKE CITY, UT	Current employment
L••••• W••••• M•••••••••	Independent wealth	Jun 4, 2018	Dec 31, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• C•••••• M••••••••• L••	L••••• W••••• M•••••••••	May 18, 2018	Jun 4, 2018	17	Firm change	RIA to RIA
T• A••••••••• I•••	T• A••••••••• I••••••••• M••••••••• L••	Jun 21, 2017

Relationships

Registered with (4)

→ L••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jun 4, 2018 to Dec 31, 2023factForm ADV
→ E•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 31, 2017 to May 18, 2018factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 28, 2013 to Jun 21, 2017factForm ADV
→ T• A••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fffadf48-92a2-8960-9ead-f893b78d5aae
First observed: Feb 28, 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.