DFX Intelligence
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Registered advisor
J••••••• L•••• O••••••••
Feed of 09/24/2026
Also filed as J••••••• V••••••••• L•••• V•••••
At current firm
0 y
since Sep 23, 2026
In the industry
16 y
since Aug 26, 2010 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R••••• W• B•••• • C•• I••••••••• mixed wealth currentsince Sep 23, 2026 · Mequon, Wi
- R••••• W• B•••• • C•• I••••••••• mixed wealthAug 16, 2011 to Jun 12, 2022 · Chicago, Il
- A•••••••• F•••• M••••••••• L•• asset managerAug 27, 2010 to Aug 8, 2011 · Menomonee Falls, Wi
Moves
a registration end followed by a registration begin elsewhere
- A•••••••• F•••• M••••••••• L•• to R••••• W• B•••• • C•• I•••••••••left Aug 8, 2011, registered Aug 16, 2011 (8 days) · Other
Signals
- ••• LockedSep 23, 2026 · Advisor registered · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address