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J•••• B• O•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

J•••• B• O•••••••••

Advisor at B•• S••••••••• I•••

CHERRY HILL, NJ

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Search this name across graphsid dfx:ria:6a0cf466-183c-9140-dcad-a735a73d8375

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 19, 2010 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: B•• S••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 20, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 11derivedfrom 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
B•• S••••••••• I•••	Independent wealth	Aug 24, 2015	n/a	yes	CHERRY HILL, NJ	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	May 8, 2013	Aug 21, 2015	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
P•• W••••• M•••••••••	B•• S••••••••• I•••	Aug 21, 2015	Aug 24, 2015	3	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P•• W••••• M•••••••••	Apr 10, 2013

Relationships

Registered with (4)

→ B•• S••••••••• I•••Registered adviserregistration: current employment
Aug 24, 2015 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
May 8, 2013 to Aug 21, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 1, 2012 to Apr 10, 2013factForm ADV
→ V••• F•••••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a0cf466-183c-9140-dcad-a735a73d8375
First observed: Jan 19, 2010
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.