A••••• J•••••••

Advisor at O•••••••••

Williamsburg, MI | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:88635e50-0a88-d236-9db2-a113ae9e83ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 8, 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•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Aug 1, 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Dec 2, 2021	n/a	yes	OVERLAND PARK, KS\|Williamsburg, MI	Current employment
G•••••• • M•••••••• L••	Former SEC adviser	Feb 8, 2013	Jul 20, 2022	no	BASKING RIDGE, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• • M•••••••• L••	O•••••••••	Jul 20, 2022	Dec 2, 2021	-230	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
129397:106766:NJ:2022-07-20	Jul 20, 2022	Dec 2, 2021	BASKING RIDGE, NJ	Firm change after gap

Relationships

Registered with (2)

→ O•••••••••Registered adviserregistration: current employment
Dec 2, 2021 to presentfactForm ADV
→ G•••••• • M•••••••• L••Registered adviserregistration: previous registration
Feb 8, 2013 to Jul 20, 2022factForm ADV

Dated events

Occurred
Jul 20, 2022
Advisor changed firm
A••••• J••••••• left G•••••• • M•••••••• L•• for Onedigital (registered 2021-12-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88635e50-0a88-d236-9db2-a113ae9e83ce
First observed: Feb 8, 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.