DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

E••••• J•••• B•••••••

Advisor at O•••• W•••••• I•••

Hasbrouck Heights, NJ | Cresskill, NJ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 7, 2002 to Sep 15, 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•••• W•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 26, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Dec 3, 2024	n/a	yes	Hasbrouck Heights, NJ\|Cresskill, NJ	Current employment
B• R•••• W••••• A•••••••• I•••	Bd affiliated wealth	Mar 22, 2021	Dec 23, 2024	no	PARAMUS, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B• R•••• W••••• A•••••••• I•••	O•••• W•••••• I•••	Dec 23, 2024	Dec 3, 2024	-20	Firm change	Ibd to ibd
W••••••• E•••• • C••••••• I•••	B• R•••• W••••• A•••••••• I•••	Apr 9, 2021	Mar 22, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
29686:115927:MA:2021-04-09	Apr 9, 2021	Mar 22, 2021	BOSTON, MA	Firm change
149777:29686:NJ:2018-10-09	Oct 9, 2018	Oct 5, 2018	PARAMUS, NJ	Firm change

Relationships

Registered with (7)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Dec 3, 2024 to presentfactForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 22, 2021 to Dec 23, 2024factForm ADV
→ W••••••• E•••• • C••••••• I•••Registered adviserregistration: previous registration
Oct 5, 2018 to Apr 9, 2021factForm ADV
→ M••••• S••••••

Dated events

Order

Occurred
23 Dec 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 7, 2002
Last observed: Sep 15, 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.