DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
B•••••• J••• V••••••••
Feed of 09/15/2026
Also filed as B•••••• V••••••••
At current firm
0 y
since Oct 15, 2025
In the industry
16 y
since Jun 4, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- L•• F•••••••• L•• BD affiliated currentsince Oct 15, 2025 · San Diego, Ca
- O•••• W•••••• I••• BD affiliatedJan 19, 2024 to Oct 15, 2025 · Phoenix, Az
- W••••••• F•••••••• S•••••••• I••• formerNov 12, 2014 to Jan 19, 2024 · Phoenix, Az
- W•••••• • R••• formerSep 20, 2013 to Nov 5, 2014 · Scottsdale, Az
- E••••• J•••• national BDJun 24, 2010 to Sep 23, 2013 · Chandler, Az
Moves
a registration end followed by a registration begin elsewhere
- O•••• W•••••• I••• to L•• F•••••••• L••left Oct 15, 2025, registered Oct 15, 2025 (0 days) · corporate re-registration, not a move
- W••••••• F•••••••• S•••••••• I••• to O•••• W•••••• I•••left Jan 19, 2024, registered Jan 19, 2024 (0 days) · corporate re-registration, not a move
- W•••••• • R••• to W••••••• F•••••••• S•••••••• I•••left Nov 5, 2014, registered Nov 12, 2014 (7 days) · Other
- E••••• J•••• to W•••••• • R•••left Sep 23, 2013, registered Sep 20, 2013 (-3 days) · Other
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address