DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

J••••• A••• L•••

Advisor at O•• W••••• I••••••••

BOCA RATON, FL

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Search this name across graphsid dfx:ria:2394cd56-0502-19c8-ae74-a8c31c060a45

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 2, 2008 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•• W••••• I••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 28, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• W••••• I••••••••	Independent wealth	Oct 25, 2017	n/a	yes	BOCA RATON, FL	Current employment
F•••••••• A••••••• G•••• L•••••	Independent wealth	Sep 7, 2011	Oct 15, 2019	no	GIG HARBOR, WA\|AVENTURA, FL\|San Francisco, CA\|AVENTURA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A••••••• G•••• L•••••	O•• W••••• I••••••••	Oct 15, 2019	Oct 25, 2017	-720	Firm change after gap	RIA to RIA
W••••• S••••• S••••••••• I•••	F•••••••• A••••••• G•••• L•••••	Oct 14, 2010	Sep 7, 2011

Relationships

Registered with (3)

→ O•• W••••• I••••••••Registered adviserregistration: current employment
Oct 25, 2017 to presentfactForm ADV
→ F•••••••• A••••••• G•••• L•••••Registered adviserregistration: previous registration
Sep 7, 2011 to Oct 15, 2019factForm ADV
→ W••••• S••••• S••••••••• I•••Registered adviserregistration: previous registration
Sep 2, 2008 to Oct 14, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2394cd56-0502-19c8-ae74-a8c31c060a45
First observed: Sep 2, 2008
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.