DFX Intelligence

J•••• H••••• G•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J•••• H••••• G•••

Advisor at O•••• A••••••• S•••••••• L••

SCOTTSDALE, AZ | Scottsdale, AZ

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Search this name across graphsid dfx:ria:8091f7d8-73b0-1337-1674-dfc57af5421d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 7, 2013 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•••• A••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 25, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• A••••••• S•••••••• L••	Bd affiliated wealth	Sep 20, 2021	n/a	yes	Scottsdale, AZ	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Jan 6, 2021	n/a	yes	SCOTTSDALE, AZ	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• A•••••••• L••	O•••• A••••••• S•••••••• L••	Aug 27, 2024	Sep 20, 2021	-1,072	Firm change after gap	Ibd to ibd
T• P•••••• C••••• W••••• L••	O•••• W•••••• I•••	Dec 23, 2020	Jan 6, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
25803:171070:GA:2024-08-23	Aug 27, 2024	Sep 20, 2021	ATLANTA, GA	Firm change after gap

Relationships

Registered with (7)

→ O•••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Sep 20, 2021 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: current employment
Jan 6, 2021 to presentfactForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Sep 17, 2021 to Aug 27, 2024factForm ADV
→ T• P•••••• C••••• W••••• L••

Dated events

Occurred
Aug 27, 2024
Advisor changed firm
J•••• H••••• G••• left T•••• A•••••••• L•• for O•••• A••••••• S•••••••• L•• (registered 2021-09-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8091f7d8-73b0-1337-1674-dfc57af5421d
First observed: Aug 7, 2013
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.