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•••• A• V••••••••

E•••••• A••••••• G••••• L••BD affiliatedGreenwood Village, Co dual registrantIAPD 6091153

Feed of 09/14/2026

Also filed as Jinen Ashwin Viswakula

At current firm

2 y

since Oct 5, 2023

In the industry

13 y

since Sep 29, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••••• A••••••• G••••• L•• BD affiliated current
since Oct 5, 2023 · Woodbridge, Va
M••••••••• R••••••••• BD affiliated
Dec 6, 2022 to Sep 27, 2023 · Washington, Dc
T••••• A••••••• S•••••••• I••• BD affiliated
Sep 21, 2016 to Jun 9, 2021 · Falls Church, Va
S••••••• I••••••••• S•••••••• I••• former
Jul 13, 2015 to Dec 31, 2016 · Falls Church, Va
W•••• F•••• A••••••• wirehouse
Mar 24, 2014 to Jul 14, 2015 · Mclean, Va

Moves

a registration end followed by a registration begin elsewhere

M••••••••• R••••••••• to E•••••• A••••••• G••••• L••
left Sep 27, 2023, registered Oct 5, 2023 (8 days) · Other
T••••• A••••••• S•••••••• I••• to M••••••••• R•••••••••
left Jun 9, 2021, registered Dec 6, 2022 (545 days) · Other
S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••
left Dec 31, 2016, registered Sep 21, 2016 (-101 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to S••••••• I••••••••• S•••••••• I•••
left Jul 14, 2015, registered Jul 13, 2015 (-1 days) · Other

Signals

J•••• A• V•••••••• left M••••••••• R••••••••• for E•••••• A••••••• G••••• L•• (registered 2023-10-05)
Sep 27, 2023 · Advisor changed firm · fact

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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address