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Registered advisor
J•• M••• V•••••
Feed of 09/14/2026
Also filed as J• M••• V••••••••• V•••••
At current firm
4 y
since Nov 1, 2021
In the industry
44 y
since Nov 25, 1981 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- N•••••• A••••••• BD affiliated currentsince Nov 1, 2021 · Pittsburgh, Pa
- M•• A••••••• F•••••••• M••••••••• I••• formerOct 5, 1998 to Nov 1, 2021 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- M•• A••••••• F•••••••• M••••••••• I••• to N•••••• A•••••••left Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
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
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address