DFX Intelligence

A••• M•••••• J••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialistdual registered (broker-dealer)43 years in industry

A••• M•••••• J••••••

Advisor at O•••• A••••••• S•••••••• L••

West Melbourne, FL | ATLANTA, GA

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Search this name across graphsid dfx:ria:0e05c1e4-2632-6b58-24f1-75480a14d641

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 11, 1998 to Sep 14, 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•••• A••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1982earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• A••••••• S•••••••• L••	Bd affiliated wealth	Apr 13, 2022	n/a	yes	West Melbourne, FL\|ATLANTA, GA	Current employment
J•••••• F•••••••• S•••••••• I•••	n/a	Mar 11, 1998	Oct 26, 2022	no	PEMBROKE PINES, FL\|W MELBOURNE, FL\|Fernandina Beach, FL\|Cooper City, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••• F•••••••• S•••••••• I•••	O•••• A••••••• S•••••••• L••	Oct 26, 2022	Apr 13, 2022	-196	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
107670:171070:FL:2022-10-26	Oct 26, 2022	Apr 13, 2022	COOPER CITY, FL	Firm change after gap

Relationships

Registered with (2)

→ O•••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Apr 13, 2022 to presentfactForm ADV
→ J•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 11, 1998 to Oct 26, 2022factForm ADV

Dated events

Occurred
Oct 26, 2022
Advisor changed firm
A••• M•••••• J•••••• left J•••••• F•••••••• S•••••••• I••• for O•••• A••••••• S•••••••• L•• (registered 2022-04-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e05c1e4-2632-6b58-24f1-75480a14d641
First observed: Mar 11, 1998
Last observed: Sep 14, 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.