DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner29 years in industry

J••• W•••••• M•••••

Advisor at O•••••••••

OVERLAND PARK, KS | Greensboro, NC

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Search this name across graphsid dfx:ria:5fd8ee16-d918-f717-6acd-bcdfcbe60b66

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 11, 2007 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•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jan 20, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Dec 11, 2023	n/a	yes	Greensboro, NC\|OVERLAND PARK, KS	Current employment
T•••• F•••••••• A•••••••• I•••	Former SEC adviser	Oct 4, 2019	Dec 11, 2023	no	GREENSBORO, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• F•••••••• A•••••••• I•••	O•••••••••	Dec 11, 2023	Dec 11, 2023	0	Firm change	Other
B•• A•••• M••••••••• C••••	T•••• F•••••••• A•••••••• I•••	Jan 13, 2016	Oct 4, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
118583:106766:NC:2023-12-11	Dec 11, 2023	Dec 11, 2023	GREENSBORO, NC	Firm change

Relationships

Registered with (4)

→ O•••••••••Registered adviserregistration: current employment
Dec 11, 2023 to presentfactForm ADV
→ T•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 4, 2019 to Dec 11, 2023factForm ADV
→ B•• A•••• M••••••••• C••••Registered adviserregistration: previous registration
Jun 8, 2012 to Jan 13, 2016factForm ADV
→ M•• I••••••••• M••••••••• C••••

Dated events

Occurred
Dec 11, 2023
Advisor changed firm
J••• W•••••• M••••• left T•••• F•••••••• A•••••••• I••• for Onedigital (registered 2023-12-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5fd8ee16-d918-f717-6acd-bcdfcbe60b66
First observed: Jan 11, 2007
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.