DFX Intelligence

M•••••• H••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

M•••••• H••••• B••••••

Advisor at J•• F••••• O•••••

DENVER, CO

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Search this name across graphsid dfx:ria:11283ca9-14c4-d13c-f0ee-19ea51dfecad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 8, 2024 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: J•• F••••• O•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• F••••• O•••••	Independent wealth	Jul 8, 2024	n/a	yes	DENVER, CO	Current employment
J•• W••••• M••••••••• L••	Former SEC adviser	Jul 8, 2024	Jan 19, 2026	no	DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•• W••••• M••••••••• L••	J•• F••••• O•••••	Jan 19, 2026	Jul 8, 2024	-560	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
285023:125101:CO:2026-01-19	Jan 19, 2026	Jul 8, 2024	DENVER, CO	Firm change after gap

Relationships

Registered with (2)

→ J•• F••••• O•••••Registered adviserregistration: current employment
Jul 8, 2024 to presentfactForm ADV
→ J•• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 8, 2024 to Jan 19, 2026factForm ADV

Dated events

Occurred
Jan 19, 2026
Advisor changed firm
M•••••• H••••• B•••••• left J•• W••••• M••••••••• L•• for J•• F••••• O••••• (registered 2024-07-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:11283ca9-14c4-d13c-f0ee-19ea51dfecad
First observed: Jul 8, 2024
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.