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

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

J••••••••• M•••• F•••••

Advisor at O•••• W•••••• I•••

SCOTTSDALE, AZ | Fitchburg, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e30842d-9886-b59b-99c1-bcbccd92ab72

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

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 16, 2011 to Sep 15, 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: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 15, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Aug 27, 2026	n/a	yes	Fitchburg, WI\|SCOTTSDALE, AZ	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Nov 27, 2017	Aug 20, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	O•••• W•••••• I•••	Aug 20, 2026	Aug 27, 2026	7	Firm change	Ibd to ibd
S•• I••••••••• I•••	C••••••••• F•••••••• N••••••	Nov 27, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8032:23131:WI:2026-08-20	Aug 20, 2026	Aug 27, 2026	MADISON, WI	Firm change
2225:8032:WI:2017-11-27	Nov 27, 2017	Nov 27, 2017	MADISON, WI	Firm change

Relationships

Registered with (3)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Aug 27, 2026 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Nov 27, 2017 to Aug 20, 2026factForm ADV
→ S•• I••••••••• I•••Registered adviserregistration: previous registration
May 16, 2011 to Nov 27, 2017factForm ADV

Dated events

Occurred
Aug 20, 2026
Advisor changed firm
J••••••••• M•••• F••••• left C••••••••• F•••••••• N•••••• for O•••• W•••••• I••• (registered 2026-08-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e30842d-9886-b59b-99c1-bcbccd92ab72
First observed: May 16, 2011
Last observed: Sep 15, 2026 7 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.