DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J••• M••••••• N••••••

Advisor at O••••••• F•••••••• S••••••• L••

SAN JUAN, PR

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Search this name across graphsid dfx:ria:3ca335d4-1073-1712-24b8-f435a33e305f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 24, 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••••••• F•••••••• S••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• F•••••••• S••••••• L••	Mixed wealth	May 21, 2025	n/a	yes	SAN JUAN, PR	Current employment
P•••••• S••••••••• L••	Mixed wealth	Feb 24, 2021	Apr 9, 2025	no	SAN JUAN, PR\|Carolina, PR\|SANTURCE, PR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• S••••••••• L••	O••••••• F•••••••• S••••••• L••	Apr 9, 2025	May 21, 2025	42	Firm change	RIA to RIA

Relationships

Registered with (2)

→ O••••••• F•••••••• S••••••• L••Registered adviserregistration: current employment
May 21, 2025 to presentfactForm ADV
→ P•••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 24, 2021 to Apr 9, 2025factForm ADV

Dated events

Occurred
Apr 9, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ca335d4-1073-1712-24b8-f435a33e305f
First observed: Feb 24, 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.