J••••• D• B•••

Advisor at O••••• F•••••••• G••••• L••

CHICAGO, IL | CARMEL, IN

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:5c5a7769-9bd8-fbd4-c411-f7f4fa8e08dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Feb 19, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• D• B•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O••••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••• F•••••••• G••••• L••	Independent wealth	May 1, 2024	n/a	yes	CARMEL, IN\|CHICAGO, IL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Aug 17, 2021	Mar 30, 2024	no	CHICAGO, IL\|Warren, MI\|Deerfield, IL\|Troy, MI\|Oak Creek, WI\|Green Bay, WI\|Winnetka, IL\|Park Ridge, IL\|Rochester, MI\|Lake Zurich, IL\|Wilmette, IL\|Chicago, IL\|Arlington Height, IL\|Naperville, IL\|Deerfield, IL\|Chicago, IL\|Glenview, IL\|Lake Zurich, IL\|Lake Forest, IL\|Mt Prospect, IL\|Chicago, IL\|Lake Forest, IL\|Park Ridge, IL\|Wilmette, IL\|Libertyville, IL\|Grand Rapids, MI\|Lake Zurich, IL\|Rochester, MI\|Wilmette, IL\|Saint Charles, IL\|Arlington Hts, IL\|CHICAGO, IL\|Lake Forest, IL\|Chicago, IL\|Green Bay, WI\|Oak Creek, WI\|Arlington Heights, IL\|Lake Zurich, IL\|Chicago, IL\|Glenview, IL\|Vernon Hills, IL\|Arlington Heights, IL\|Naperville, IL\|NORTHBROOK, IL\|ORLAND PARK, IL\|SCHAUMBURG, IL\|BLOOMINGDALE, IL\|HINSDALE, IL\|CHICAGO, IL\|Chicago, IL\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	O••••• F•••••••• G••••• L••	Mar 30, 2024	May 1, 2024	32	Firm change	Wirehouse to RIA
C•••••• S••••• • C••• I•••	J••• M••••• S••••••••• L••	Jul 21, 2021	Aug 17, 2021

Relationships

Registered with (6)

→ O••••• F•••••••• G••••• L••Registered adviserregistration: current employment
May 1, 2024 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Aug 17, 2021 to Mar 30, 2024factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Nov 15, 2016 to Jul 21, 2021factForm ADV
→ M••••• S••••••

Dated events

Occurred
Mar 30, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c5a7769-9bd8-fbd4-c411-f7f4fa8e08dd
First observed: Feb 19, 2002
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.