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••••• T••••• V•••••••••

C•••••••institutionalPhoenix, AzIA-onlyIAPD 5384592

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as J••••• V•••••••••

At current firm

5 y

since Apr 13, 2021

In the industry

18 y

since Nov 1, 2007 (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

C••••••• institutional current
since Apr 13, 2021 · Phoenix, Az
M•• A••••••••• former
Jun 11, 2018 to Mar 29, 2021 · Phoenix, Az
B•• F•••••••• A••••••• BD affiliated
Jul 29, 2015 to May 8, 2018 · Scottsdale, Az
B•• F••••• O•••••• L•• bank affiliated
Jun 8, 2011 to Nov 4, 2014 · Scottsdale, Az
J••• M••••• S••••••••• L•• wirehouse
Oct 23, 2008 to Feb 10, 2010 · Phoenix, Az
J••• M••••• S••••••••• I••• unclassified
Nov 13, 2007 to Oct 1, 2008 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

M•• A••••••••• to C•••••••
left Mar 29, 2021, registered Apr 13, 2021 (15 days) · Other · moved with a team
B•• F•••••••• A••••••• to M•• A•••••••••
left May 8, 2018, registered Jun 11, 2018 (34 days) · Affiliated broker-dealer or bank to independent RIA
B•• F••••• O•••••• L•• to B•• F•••••••• A•••••••
left Nov 4, 2014, registered Jul 29, 2015 (267 days) · Other
J••• M••••• S••••••••• L•• to B•• F••••• O•••••• L••
left Feb 10, 2010, registered Jun 8, 2011 (483 days) · Other
J••• M••••• S••••••••• I••• to J••• M••••• S••••••••• L••
left Oct 1, 2008, registered Oct 23, 2008 (22 days) · corporate re-registration, not a move

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: Institutional managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address