DFX Intelligence
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Registered advisor
J•••• V••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J•••• G••••• V••••••
At current firm
3 y
since Apr 3, 2023
In the industry
26 y
since Apr 18, 2000 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince Apr 3, 2023 · Peoria, Az
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to Apr 1, 2023 · Phoenix, Az
- C•••• I••••••••• S••••••• C•••• formerDec 7, 2006 to Oct 1, 2012 · Phoenix, Az
- A•••••• A••••••• S••••••• formerDec 7, 2004 to Nov 7, 2006 · Irving, Tx
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to M••••• S••••••left Apr 1, 2023, registered Apr 3, 2023 (2 days) · Wirehouse to wirehouse
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- A•••••• A••••••• S••••••• to C•••• I••••••••• S••••••• C••••left Nov 7, 2006, registered Dec 7, 2006 (30 days) · Other
Signals
- ••• LockedApr 1, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address