DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

J••• K•••• O••••••

Advisor at N•••••••• B••••• B• L••

NEW YORK, NY | DARIEN, CT

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Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Dec 4, 2008 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

J••• K•••• O••••••

Real estate principal · key_crd_individual, shared_individual_crd

Private Equityidentity

J••• K•••• O••••••

Private equity principal · key_crd_individual, shared_individual_crd

Facts

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

Current firm: N•••••••• B••••• B• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Dec 4, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••••• B••••• B• L••	No RAUM reported	Nov 25, 2020	n/a	yes	NEW YORK, NY\|DARIEN, CT	Current employment

Relationships

Registered with (1)

→ N•••••••• B••••• B• L••Registered adviserregistration: current employment
Nov 25, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 4, 2008
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.