DFX Intelligence

J•••••• P••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

J•••••• P••• B•••••

Advisor at O• I••••••••• M••••••••• C•

MERRIMACK, NH | CINCINNATI, OH

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Search this name across graphsid dfx:ria:03667a31-befa-3eb0-b3a8-8941fac71bce

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 8, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O• I••••••••• M••••••••• C•
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O• I••••••••• M••••••••• C•	Bd affiliated wealth	Sep 15, 2006	n/a	yes	MERRIMACK, NH\|CINCINNATI, OH	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Jan 2, 2001	Mar 29, 2005	no	BEDFORD, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	O• I••••••••• M••••••••• C•	Mar 29, 2005	Sep 15, 2006	535	Firm change after gap	Other
B•••	P••• A••••• S••••••••• L••	Mar 28, 2005	Jan 2, 2001

Relationships

Registered with (3)

→ O• I••••••••• M••••••••• C•Registered adviserregistration: current employment
Sep 15, 2006 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2001 to Mar 29, 2005factForm ADV
→ B•••Registered adviserregistration: previous registration
Sep 8, 2000 to Mar 28, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03667a31-befa-3eb0-b3a8-8941fac71bce
First observed: Sep 8, 2000
Last observed: Sep 15, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.