DFX Intelligence

J•••• X••••• P•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

J•••• X••••• P•••••••

Advisor at O••••••• F••••••••

MELBOURNE, FL

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:67d229b3-a061-a631-a538-652ced30c457

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Feb 29, 2012 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••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 31, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• F••••••••	Independent wealth	Jul 6, 2023	n/a	yes	MELBOURNE, FL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 1, 2023	Jul 27, 2023	no	SATELLITE BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• F•••••••• A•••••••	C••••• I••••••••• A••••••• L••	Oct 6, 2023	Jun 1, 2023	-127	Firm change after gap	RIA to ibd
C••••• I••••••••• A••••••• L••	O••••••• F••••••••	Jul 27, 2023	Jul 6, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:327105:FL:2023-07-27	Jul 27, 2023	Jul 6, 2023	SATELLITE BEACH, FL	Firm change

Relationships

Registered with (5)

→ O••••••• F••••••••Registered adviserregistration: current employment
Jul 6, 2023 to presentfactForm ADV
→ A••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
May 22, 2020 to Oct 6, 2023factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 1, 2023 to Jul 27, 2023factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

Occurred
Oct 6, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 27, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 29, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67d229b3-a061-a631-a538-652ced30c457
First observed: Feb 29, 2012
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.