DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)10 years in industry

Z•••••• J••• B•••••••

Advisor at O•••• P•••••••• S••••••••• L••

OMAHA, NE

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Search this name across graphsid dfx:ria:2ae486a5-8446-a8dc-8f33-121454628dd0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 8, 2021 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•••• P•••••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• P•••••••• S••••••••• L••	Bd affiliated wealth	Feb 17, 2026	n/a	yes	OMAHA, NE	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 10, 2025	Jan 20, 2026	no	PENNINGTON, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	O•••• P•••••••• S••••••••• L••	Jan 20, 2026	Feb 17, 2026	28	Firm change	Wirehouse to ibd
N•••••••• B••••• B• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jun 10, 2025

Relationships

Registered with (3)

→ O•••• P•••••••• S••••••••• L••Registered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 10, 2025 to Jan 20, 2026factForm ADV
→ N•••••••• B••••• B• L••Registered adviserregistration: previous registration
Jun 8, 2021 to Jun 10, 2025factForm ADV

Dated events

Occurred
Jan 20, 2026
Advisor changed firm
Z•••••• J••• B••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for O•••• P•••••••• S••••••••• L•• (registered 2026-02-17)
Form ADVobserved 7 days ago
Occurred
Jun 10, 2025
Advisor changed firm
Z•••••• J••• B••••••• left N•••••••• B••••• B• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2025-07-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ae486a5-8446-a8dc-8f33-121454628dd0
First observed: Jun 8, 2021
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.