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••••• A• V••••••

O•••• W•••••• I•••BD affiliatedTrinity, Fl dual registrantIAPD 4710627

Feed of 09/15/2026

Also filed as Josh Vilardi

At current firm

3 y

since Jul 25, 2023

In the industry

22 y

since Oct 31, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

O•••• W•••••• I••• BD affiliated current
since Jul 25, 2023 · Spring Hill, Fl
R•••••• J•••• • A••••••••• I••• national BD
Aug 12, 2014 to Aug 9, 2023 · Trinity, Fl
W•••• F•••• A••••••• wirehouse
Feb 11, 2009 to Aug 4, 2014 · Land O'Lakes, Fl
C•••••••• G••••• M•••••• I••• BD affiliated
May 9, 2005 to Feb 19, 2009 · Port Richey, Fl
S••••••• I••••••••• S•••••••• I••• former
Sep 30, 2004 to May 10, 2005 · Port Richey, Fl

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to O•••• W•••••• I•••
left Aug 9, 2023, registered Jul 25, 2023 (-15 days) · Affiliated broker-dealer or bank to another · moved with a team
W•••• F•••• A••••••• to R•••••• J•••• • A••••••••• I•••
left Aug 4, 2014, registered Aug 12, 2014 (8 days) · Wirehouse to affiliated broker-dealer or bank
C•••••••• G••••• M•••••• I••• to W•••• F•••• A•••••••
left Feb 19, 2009, registered Feb 11, 2009 (-8 days) · Other
S••••••• I••••••••• S•••••••• I••• to C•••••••• G••••• M•••••• I•••
left May 10, 2005, registered May 9, 2005 (-1 days) · Other

Signals

J••••• A• V•••••• left R•••••• J•••• • A••••••••• I••• for O•••• W•••••• I••• (registered 2023-07-25)
Aug 9, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address