DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

J•••• G•••• V•••••

L•• F•••••••• L••BD affiliatedLittle Silver, Njdual registrantIAPD 1544087

Feed of 09/14/2026

Also filed as J•••• V•••••

At current firm

1 y

since Jul 10, 2025

In the industry

38 y

since Oct 12, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Jul 10, 2025 · Little Silver, Nj
C•••••• G•••• • C• I•• former
May 28, 2019 to Jul 10, 2025 · Little Silver, Nj
O•••• W•••••• I••• BD affiliated
Aug 22, 2018 to May 30, 2019 · Wall, Nj
O••••••••• • C•• I••• BD affiliated
Jul 11, 2008 to Feb 18, 2014 · Princeton, Nj
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to Jul 17, 2008 · Hillsborough, Nj
A• G• E•••••• • S•••• I••• unclassified
Oct 14, 2003 to Jan 1, 2008 · Hillsborough, Nj

Moves

a registration end followed by a registration begin elsewhere

C•••••• G•••• • C• I•• to L•• F•••••••• L••
left Jul 10, 2025, registered Jul 10, 2025 (0 days) · corporate re-registration, not a move
O•••• W•••••• I••• to C•••••• G•••• • C• I••
left May 30, 2019, registered May 28, 2019 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
O••••••••• • C•• I••• to O•••• W•••••• I•••
left Feb 18, 2014, registered Aug 22, 2018 (1646 days) · Other
W•••• F•••• A••••••• to O••••••••• • C•• I•••
left Jul 17, 2008, registered Jul 11, 2008 (-6 days) · Other
A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 38derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address