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

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RIA / WealthAdvisordual registered (broker-dealer)46 years in industry

J•••• D•••••• W•••

Advisor at O••••••••• • C•• I•••

ATLANTA, GA

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Search this name across graphsid dfx:ria:8b39346b-d7df-c0c5-a486-01a99934f8b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 28, 1991 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••••••••• • C•• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 1979earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••••• • C•• I•••	Bd affiliated wealth	Sep 24, 2004	n/a	yes	ATLANTA, GA\|ATLANTA, GA	Current employment
O••••••••• A•••• M•••••••••	Bd affiliated wealth	Apr 23, 2003	Apr 21, 2008	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• A•••• M•••••••••	O••••••••• • C•• I•••	Apr 21, 2008	Sep 24, 2004	-1,305	Firm change after gap	Other
C••• W•••• M•••••• C••••	O••••••••• A•••• M•••••••••	Jan 3, 2003

Relationships

Registered with (3)

→ O••••••••• • C•• I•••Registered adviserregistration: current employment
Sep 24, 2004 to presentfactForm ADV
→ O••••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Apr 23, 2003 to Apr 21, 2008factForm ADV
→ C••• W•••• M•••••• C••••Registered adviserregistration: previous registration
Oct 28, 1991 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b39346b-d7df-c0c5-a486-01a99934f8b3
First observed: Oct 28, 1991
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.