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A•••• v•• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

A•••• v•• B•••••

Advisor at O•••• F•••••••• P••••••• A•• I•••••••••

CHAMPAIGN, IL

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Search this name across graphsid dfx:ria:4119f866-2ebd-56f9-a385-27006781fb54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2005 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•••••••• P••••••• A•• I•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom 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•••• F•••••••• P••••••• A•• I•••••••••	State registered	Mar 27, 2024	n/a	yes	CHAMPAIGN, IL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 25, 2019	Aug 23, 2023	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
J••• M••••• S••••••••• L••	O•••• F•••••••• P••••••• A•• I•••••••••	Aug 23, 2023	Mar 27, 2024	217	Firm change	Wirehouse to state RIA
N••••• F•••••••• G••••• I•••	J••• M••••• S••••••••• L••	Jun 24, 2019

Relationships

Registered with (6)

→ O•••• F•••••••• P••••••• A•• I•••••••••Registered adviserregistration: current employment
Mar 27, 2024 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 25, 2019 to Aug 23, 2023factForm ADV
→ N••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Jan 19, 2017 to Jun 24, 2019factForm ADV
→ M••••• S••••••

Dated events

Occurred
Aug 23, 2023
Advisor changed firm
A•••• V•• B••••• left J••• M••••• S••••••••• L•• for O•••• F•••••••• P••••••• A•• I••••••••• (registered 2024-03-27)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4119f866-2ebd-56f9-a385-27006781fb54
First observed: Mar 9, 2005
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.