DFX Intelligence

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

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RIA / WealthAdvisor32 years in industry

J••• F••••• O•••

Advisor at B••••••• O••• C•••••• M••••••••• L••

BETHESDA, MD

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Search this name across graphsid dfx:ria:6c020b8a-5a72-2dd6-f39a-6d677ab1a25d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2000 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••••••• O••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 22, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• O••• C•••••• M••••••••• L••	Independent wealth	Oct 28, 2004	n/a	yes	BETHESDA, MD	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 1, 2003	Nov 11, 2004	no	BETHESDA, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	B••••••• O••• C•••••• M••••••••• L••	Nov 11, 2004	Oct 28, 2004	-14	Firm change	Other
P••••••••• E••••• G••••• L••	W•••• F•••• A•••••••	Jul 1, 2003	Jul 1, 2003

Relationships

Registered with (3)

→ B••••••• O••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 28, 2004 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 1, 2003 to Nov 11, 2004factForm ADV
→ P••••••••• E••••• G••••• L••Registered adviserregistration: previous registration
Aug 16, 2000 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c020b8a-5a72-2dd6-f39a-6d677ab1a25d
First observed: Aug 16, 2000
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.