DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••••• J••••• O•••••••

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

TALLAHASSEE, FL

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Search this name across graphsid dfx:ria:15c3df67-4300-f357-42cb-0b0affe9711d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 3, 2020 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•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
O•••••••• A••••••• S•••••••	State registered	Apr 26, 2024	n/a	yes	TALLAHASSEE, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jun 3, 2020	Feb 4, 2022	no	ATLANTA, GA\|ATLANTA, GA\|MARIETTA, GA\|NEW YORK, NY\|ATLANTA, GA\|ATLANTA, GA\|ALPHARETTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	O•••••••• A••••••• S•••••••	Feb 4, 2022	Apr 26, 2024	812	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (2)

→ O•••••••• A••••••• S•••••••Registered adviserregistration: current employment
Apr 26, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 3, 2020 to Feb 4, 2022factForm ADV

Dated events

Occurred
Feb 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15c3df67-4300-f357-42cb-0b0affe9711d
First observed: Jun 3, 2020
Last observed: Sep 14, 2026 9 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.