DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

J•••• R•••••• S•••••••

Advisor at O•••• W•••••• I•••

ORANGE VILLAGE, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2000 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•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Jan 24, 2025	n/a	yes	ORANGE VILLAGE, OH	Current employment
W••••••• W•••	State registered	Jun 30, 2025	Nov 25, 2025	no	SAN FRANCISCO, CA\|Orange Village, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••• W•••	n/a	Nov 25, 2025	n/a	n/a	Departure no registered destination	Departure
O•••• F•• I•••	O•••• W•••••• I•••	Jan 24, 2025	Jan 24, 2025	0

Relationships

Registered with (3)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ W••••••• W•••Registered adviserregistration: previous registration
Jun 30, 2025 to Nov 25, 2025factForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Jan 1, 2000 to Jan 24, 2025factForm ADV

Dated events

Order

Occurred
25 Nov 2025
Advisor departed, no destination yet
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 1, 2000
Last observed: Sep 14, 2026 9 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.