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Every person and account is made up, for illustration only.

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Client profile · synthetic

Victor Pemberton

Mass AffluentAge 30-39Boston, MAAggressive riskWorks at Johnson & JohnsonAdvisor Elena Brandt

Net worth

$1.2M

assets minus liabilities

Assets

$1.6M

7 accounts

Liabilities

$312.2K

2 accounts

Take-home pay

$99.4K

last 12 months

Held with your firm 42%Held away 58%

$659,912$897,780

Balance history

HeldHeld awayNet worth

Linked accounts (7)

$1,557,693

Your Firm Brokerage••2106
Linked Jun 5, 2024
Held$659,912
Voya 401(k)••5854
Linked May 17, 2024
Away$535,338
Bank of America Savings••3483
Linked Jun 4, 2022
Away$193,163
U.S. Bank Savings••5708
Linked Jun 24, 2023
Away$82,374
Gemini Crypto••1050
Linked Aug 3, 2024
Away$67,069
U.S. Bank Checking••3956
Linked Apr 17, 2023
Away$13,167
Voya HSA••7594
Linked May 9, 2024
Away$6,670

Liabilities (2)

$312,196

Bank of America Mortgage••8201
Linked Feb 23, 2024
$309,024
U.S. Bank Credit card••3981
Linked Oct 30, 2022
$3,172

Signal timeline (4)

Tax EventNov 13New
Victor Pemberton sold $180.5K of securities, about $92K in gains
Income ChangeJun 27Dismissed
Victor Pemberton's Johnson & Johnson pay is up 23%
Net Worth DropDec 31, 2025Reviewed
Victor Pemberton's net worth is down 10% in 30 days
Cash StagnationSep 1, 2025Dismissed
$193.2K has sat idle in Victor Pemberton's Bank of America savings account for 6 months