DFX Intelligence
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Registered advisor
J•••• V••••• W•••••
Feed of 09/14/2026
At current firm
19 y
since Dec 7, 2006
In the industry
23 y
since Oct 15, 2002 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- B••••• B•• A•••• M••••••••• L•• state registered currentsince Dec 7, 2006 · Peoria, Az
- F•••••••• A••••••• unclassifiedMay 12, 2005 to Dec 31, 2006 · Dallas, Tx
- A• G• E•••••• • S•••• I••• unclassifiedOct 16, 2002 to May 17, 2005 · Denton, Tx
Moves
a registration end followed by a registration begin elsewhere
- F•••••••• A••••••• to B••••• B•• A•••• M••••••••• L••left Dec 31, 2006, registered Dec 7, 2006 (-24 days) · Other
- A• G• E•••••• • S•••• I••• to F•••••••• A•••••••left May 17, 2005, registered May 12, 2005 (-5 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
- STATE REGISTEREDderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address