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••• R••••• V•• H•••••••

F••••••independent RIABelmont, Ca IA-onlyIAPD 4452831

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Sep 16, 2025

In the industry

24 y

since Oct 1, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••••• independent RIA current
since Sep 16, 2025 · San Francisco, Ca
C••••• W••••• M••••••••• L•• former
Sep 19, 2022 to Jan 2, 2026 · San Carlos, Ca
M• P•••••• W•••••• L•• independent RIA
Jan 26, 2018 to Aug 2, 2022 · Campbell, Ca
A••••••••• F•••••••• S•••••••• L•• national BD
Dec 18, 2001 to Jan 30, 2018 · Campbell, Ca

Moves

a registration end followed by a registration begin elsewhere

C••••• W••••• M••••••••• L•• to F••••••
left Jan 2, 2026, registered Sep 16, 2025 (-108 days) · RIA to RIA
M• P•••••• W•••••• L•• to C••••• W••••• M••••••••• L••
left Aug 2, 2022, registered Sep 19, 2022 (48 days) · RIA to RIA
A••••••••• F•••••••• S•••••••• L•• to M• P•••••• W•••••• L••
left Jan 30, 2018, registered Jan 26, 2018 (-4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team

Signals

J••• R••••• V•• H••••••• left C••••• W••••• M••••••••• L•• for Farther (registered 2025-09-16)
Jan 2, 2026 · Advisor changed firm · fact
J••• R••••• V•• H••••••• left M• P•••••• W•••••• L•• for C••••• W••••• M••••••••• L•• (registered 2022-09-19)
Aug 2, 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: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address