DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

P•••••• J•••• W••••

Advisor at O•••••• A••••••• L••

MILWAUKEE, WI

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Search this name across graphsid dfx:ria:83d6757a-949d-feb8-d974-772334bdf3e4

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

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 17, 2017 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••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• A••••••• L••	Independent wealth	May 1, 2024	n/a	yes	MILWAUKEE, WI	Current employment
D••••••••• M••••••••• I••	Independent wealth	Sep 14, 2020	Apr 28, 2024	no	MILWAUKEE, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••••• M••••••••• I••	O•••••• A••••••• L••	Apr 28, 2024	May 1, 2024	3	Firm change	RIA to RIA
L•••••• • C••••••	D••••••••• M••••••••• I••	Aug 28, 2020	Sep 14, 2020

Relationships

Registered with (4)

→ O•••••• A••••••• L••Registered adviserregistration: current employment
May 1, 2024 to presentfactForm ADV
→ D••••••••• M••••••••• I••Registered adviserregistration: previous registration
Sep 14, 2020 to Apr 28, 2024factForm ADV
→ L•••••• • C••••••Registered adviserregistration: previous registration
May 1, 2018 to Aug 28, 2020factForm ADV
→ S•• A•••••••• I•••

Dated events

Occurred
Apr 28, 2024
Advisor changed firm
P•••••• J•••• W•••• left D••••••••• M••••••••• I•• for O•••••• A••••••• L•• (registered 2024-05-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83d6757a-949d-feb8-d974-772334bdf3e4
First observed: Feb 17, 2017
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.