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Registered advisor
J•••••• P••• V••••
Feed of 09/14/2026
Also filed as Jeff P••• V••••
At current firm
7 y
since Nov 14, 2018
In the industry
32 y
since Jun 1, 1994 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- P••••••• W••••• A•••••••• L•• state registered currentsince Nov 14, 2018 · Tucson, Az
- H••••• I••••••••• M••••••••• L•• independent RIANov 18, 2015 to Dec 3, 2018 · Mesa, Az
- B••••••••• C•••••• M••••••••• L•• independent RIAJan 21, 2010 to Nov 6, 2015 · Mesa, Az
- 1•• G••••• A••••••• I•• formerJun 5, 2002 to Jul 29, 2003 · Mesa, Az
Moves
a registration end followed by a registration begin elsewhere
- H••••• I••••••••• M••••••••• L•• to P••••••• W••••• A•••••••• L••left Dec 3, 2018, registered Nov 14, 2018 (-19 days) · RIA to a state-registered adviser
- B••••••••• C•••••• M••••••••• L•• to H••••• I••••••••• M••••••••• L••left Nov 6, 2015, registered Nov 18, 2015 (12 days) · Other
- 1•• G••••• A••••••• I•• to B••••••••• C•••••• M••••••••• L••left Jul 29, 2003, registered Jan 21, 2010 (2368 days) · Other
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
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address