DFX Intelligence

B•••••• J•••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

B•••••• J•••• S•••••

Advisor at O•••• W••••• P••••••• A•••••••

Woodstock, GA | NASHVILLE, TN

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Search this name across graphsid dfx:ria:8c758e63-9806-c50a-6fdf-f71b5d3c7366

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

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2023 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••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W••••• P••••••• A•••••••	Independent wealth	Aug 12, 2024	n/a	yes	Woodstock, GA\|NASHVILLE, TN	Current employment
V••••••• A•••••••• I•••	Bd affiliated wealth	Sep 21, 2023	Jul 17, 2024	no	CHARLOTTE, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••••• A•••••••• I•••	O•••• W••••• P••••••• A•••••••	Jul 17, 2024	Aug 12, 2024	26	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ O•••• W••••• P••••••• A•••••••Registered adviserregistration: current employment
Aug 12, 2024 to presentfactForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 21, 2023 to Jul 17, 2024factForm ADV

Dated events

Occurred
Jul 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c758e63-9806-c50a-6fdf-f71b5d3c7366
First observed: Sep 21, 2023
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.