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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)18 years in industry

J••• H••••• O••

Advisor at F••••••• A•••• M••••••••• L••

CLEARWATER, FL | KANSAS CITY, MO

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Search this name across graphsid dfx:ria:37137bd2-3a3b-dc92-175c-782025a1249c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 8, 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: F••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 8, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Current registrations

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
M••••• W••••• M••••••••• L••	Independent wealth	Jun 5, 2026	n/a	yes	KANSAS CITY, MO\|CLEARWATER, FL	Current employment
F••••••• A•••• M••••••••• L••	Independent wealth	Oct 9, 2013	n/a	yes

Relationships

Registered with (2)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 5, 2026 to presentfactForm ADV
→ F••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Oct 9, 2013 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:37137bd2-3a3b-dc92-175c-782025a1249c
First observed: Apr 8, 2008
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.