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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••• F••••• V•••

R•••••• J•••• • A••••••••• I•••national BDSt. Petersburg, Fldual registrantIAPD 4151588

Feed of 09/14/2026

Also filed as J••• F••••• V•••-Cardona

At current firm

1 y

since Nov 12, 2024

In the industry

26 y

since Sep 8, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• • A••••••••• I••• national BD current
since Nov 12, 2024 · St. Petersburg, Fl
F••••• I••••••••• independent RIA
Feb 2, 2022 to Oct 10, 2024 · Tampa, Fl
E•••••• C•••••• M••••••••• L•• former
Jul 12, 2019 to Jan 14, 2022 · Arlington, Va
S•••••••• I••••••••• M••••••••• former
Dec 3, 2015 to Mar 7, 2018 · Saint Louis, Mo
T• A••••••••• I••••••••• M••••••••• L•• former
Aug 12, 2014 to Nov 24, 2015 · Denver, Co
T• A••••••••• I••• former
Aug 12, 2014 to Nov 24, 2015 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

F••••• I••••••••• to R•••••• J•••• • A••••••••• I•••
left Oct 10, 2024, registered Nov 12, 2024 (33 days) · RIA to affiliated broker-dealer or bank
E•••••• C•••••• M••••••••• L•• to F••••• I•••••••••
left Jan 14, 2022, registered Feb 2, 2022 (19 days) · RIA to RIA
S•••••••• I••••••••• M••••••••• to E•••••• C•••••• M••••••••• L••
left Mar 7, 2018, registered Jul 12, 2019 (492 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
T• A••••••••• I••••••••• M••••••••• L•• to S•••••••• I••••••••• M•••••••••
left Nov 24, 2015, registered Dec 3, 2015 (9 days) · Other
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Nov 24, 2015, registered Aug 12, 2014 (-469 days) · channel change inside one enterprise, not a move

Signals

J••• F••••• V••• left F••••• I••••••••• for R•••••• J•••• • A••••••••• I••• (registered 2024-11-12)
Oct 10, 2024 · Advisor changed firm · fact
J••• F••••• V••• left E•••••• C•••••• M••••••••• L•• for F••••• I••••••••• (registered 2022-02-02)
Jan 14, 2022 · Advisor changed firm · 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: National broker-dealer RIAderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address