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

G•••••• V••••

L•• F•••••••• L••BD affiliatedMedia, Padual registrantIAPD 2133896

Feed of 09/14/2026

Also filed as Jerry V••••

At current firm

1 y

since Feb 24, 2025

In the industry

35 y

since Jun 11, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, 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 Feb 24, 2025 · Media, Pa
B••••••• I••••••••• L••• unclassified
Sep 11, 2015 to Mar 13, 2025 · Media, Pa
C••••• A•••••• N••••••• L•• former
Aug 11, 2011 to Oct 19, 2012 · Bala Cynwyd, Pa
O••••••••• • C•• I••• BD affiliated
Apr 18, 2007 to Aug 17, 2011 · Jenkintown, Pa
R••• B••• • C•• unclassified
Aug 8, 2005 to Apr 27, 2007 · Conshohocken, Pa

Moves

a registration end followed by a registration begin elsewhere

B••••••• I••••••••• L••• to L•• F•••••••• L••
left Mar 13, 2025, registered Feb 24, 2025 (-17 days) · Other
C••••• A•••••• N••••••• L•• to B••••••• I••••••••• L•••
left Oct 19, 2012, registered Sep 11, 2015 (1057 days) · Other
O••••••••• • C•• I••• to C••••• A•••••• N••••••• L••
left Aug 17, 2011, registered Aug 11, 2011 (-6 days) · Other
R••• B••• • C•• to O••••••••• • C•• I•••
left Apr 27, 2007, registered Apr 18, 2007 (-9 days) · Other

Signals

G•••••• V•••• left B••••••• I••••••••• L••• for L•• F•••••••• L•• (registered 2025-02-24)
Mar 13, 2025 · a•••••• firm change · fact

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: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address