DFX Intelligence
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Registered advisor
J••• A•••••• V•••••
Feed of 09/15/2026
At current firm
10 y
since Jul 11, 2016
In the industry
25 y
since Jul 27, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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••••• M••••••••• BD affiliated currentsince Jul 11, 2016 · Zionsville, In
- F•••• T•••• S••••••••• I••• BD affiliatedApr 22, 2016 to Jun 9, 2016 · Fishers, In
- A••••••••• F•••••••• S•••••••• L•• national BDAug 7, 2002 to Sep 27, 2004 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- F•••• T•••• S••••••••• I••• to P•• W••••• M•••••••••left Jun 9, 2016, registered Jul 11, 2016 (32 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to F•••• T•••• S••••••••• I•••left Sep 27, 2004, registered Apr 22, 2016 (4225 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address