DFX Intelligence

G••••• B••••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

G••••• B••••• N•••••

Advisor at O• I••••••••• M••••••••• C•

Perrysburg, OH

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Search this name across graphsid dfx:ria:393c1847-0af7-dbde-cd7c-2c19b9d096e6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 24, 2003 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• I••••••••• M••••••••• C•
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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• I••••••••• M••••••••• C•	Bd affiliated wealth	Dec 2, 2025	n/a	yes	Perrysburg, OH	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Dec 22, 2021	Dec 4, 2025	no	Sylvania, OH\|Port Clinton, OH\|Perrysburg, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	O• I••••••••• M••••••••• C•	Dec 4, 2025	Dec 2, 2025	-2	Firm change	Ibd to ibd
O• I••••••••• M••••••••• C•	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 31, 2021	Dec 22, 2021

Relationships

Registered with (2)

→ O• I••••••••• M••••••••• C•Registered adviserregistration: previous registration
Oct 24, 2003 to Dec 31, 2021factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 22, 2021 to Dec 4, 2025factForm ADV

Dated events

Occurred
Dec 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:393c1847-0af7-dbde-cd7c-2c19b9d096e6
First observed: Oct 24, 2003
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.