DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

J••••• R•• W•••••

Advisor at O•••• W••••• P•••••• C•••••• L••

CINCINNATI, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 31, 2006 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•••• W••••• P•••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W••••• P•••••• C•••••• L••	State registered	Jan 24, 2022	n/a	yes	CINCINNATI, OH	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Mar 1, 2019	Mar 28, 2022	no	CINCINATTI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	O•••• W••••• P•••••• C•••••• L••	Mar 28, 2022	Jan 24, 2022	-63	Firm change after gap	Ibd to state RIA
G••••• F•••••••• P•••••• C••••••• I•••	A• W••••• M••••••••• L••	Mar 1, 2019	Mar 1, 2019

Relationships

Registered with (7)

→ O•••• W••••• P•••••• C•••••• L••Registered adviserregistration: current employment
Jan 24, 2022 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 1, 2019 to Mar 28, 2022factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Jul 18, 2014 to Mar 1, 2019factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Order

Occurred
28 Mar 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 31, 2006
Last observed: Sep 14, 2026 10 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.