RIA Intelligence
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J•••• V•• M•••••
- Professional profile
- linkedin.com/in/javan-martin-cfp%C2%AE-27127921reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M•••••• J•••• V•• independent RIA currentsince Apr 17, 2025 · Ephrata, Pa
- V••••••• A•••••••• I••• BD affiliatedNov 12, 2015 to Dec 31, 2024 · Malvern, Pa
- T•• O••••• O• S••••••• L•• unclassifiedMar 31, 2008 to Dec 6, 2010 · Denver, Pa
- V••••••• A•••••••• I••• to M•••••• J•••• V••left Dec 31, 2024, registered Apr 17, 2025 (107 days) · Affiliated broker-dealer or bank to a newly registered adviser
- T•• O••••• O• S••••••• L•• to V••••••• A•••••••• I•••left Dec 6, 2010, registered Nov 12, 2015 (1802 days) · Other
- J•••• V•• M••••• left V••••••• A•••••••• I••• for M•••••• J•••• V•• (registered 2025-04-17)Dec 31, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address