DFX Intelligence
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Registered advisor
J••••••• J• V••••••
Feed of 09/14/2026
Also filed as J••••••• J• L••••••••• J• V••••••••• J• T•••••
At current firm
10 y
since Nov 5, 2015
In the industry
16 y
since Aug 6, 2010 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
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
- C••••••• S••••••••• I••• BD affiliated currentsince Nov 5, 2015 · Chagrin Falls, Oh
- P•• W••••• M••••••••• BD affiliatedOct 31, 2011 to Oct 29, 2015 · Strongsville, Oh
- E••••• J•••• national BDAug 9, 2010 to Feb 10, 2011 · Parma Heights, Oh
Moves
a registration end followed by a registration begin elsewhere
- P•• W••••• M••••••••• to C••••••• S••••••••• I•••left Oct 29, 2015, registered Nov 5, 2015 (7 days) · Other
- E••••• J•••• to P•• W••••• M•••••••••left Feb 10, 2011, registered Oct 31, 2011 (263 days) · Other
Signals
No dated event on this person.
Transition signals
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