DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant34 years in industry

L••••••• J••• B•••••

Advisor at O•• P••• A•••••••

P•••LAND, ME

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 30, 2002 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•• P••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 5, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• P••• A•••••••	Independent wealth	Apr 17, 2014	n/a	yes	P•••LAND, ME	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Mar 28, 2005	Dec 31, 2008	no	OLD TOWN, ME

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	O•• P••• A•••••••	Dec 31, 2008	Apr 17, 2014	1,933	Firm change after gap	Other
C•••••••• I••••••••• R•••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Mar 28, 2005

Relationships

Registered with (3)

→ O•• P••• A•••••••Registered adviserregistration: current employment
Apr 17, 2014 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 28, 2005 to Dec 31, 2008factForm ADV
→ C•••••••• I••••••••• R•••••••• I•••Registered adviserregistration: previous registration
Sep 30, 2002 to Mar 28, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 30, 2002
Last observed: Sep 14, 2026 10 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.