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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

J••••••• R••••• R•••

Advisor at O•••••••••

GILBERT, AZ | OVERLAND PARK, KS | PHOENIX, AZ

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:b26e8d34-d17b-f534-7b08-0cedc03caf5c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 21, 2016 to Sep 15, 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

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•••••••••	Institutional manager	Apr 14, 2026	n/a	yes	GILBERT, AZ\|PHOENIX, AZ\|OVERLAND PARK, KS	Current employment
P•• A•••••••	Independent wealth	Jan 12, 2023	Apr 15, 2026	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
P•• A•••••••	O•••••••••	Apr 15, 2026	Apr 14, 2026	-1	Firm change	Other
E•••••••• A•••••••• L••	P•• A•••••••	Jan 18, 2023	Jan 12, 2023

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
173344:106766:AZ:2026-04-15	Apr 15, 2026	Apr 14, 2026	PHOENIX, AZ	Firm change
6627:173344:AZ:2023-01-13	Jan 18, 2023	Jan 12, 2023	MESA, AZ	Firm change

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: current employment
Apr 14, 2026 to presentfactForm ADV
→ P•• A•••••••Registered adviserregistration: previous registration
Jan 12, 2023 to Apr 15, 2026factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 21, 2016 to Jan 18, 2023factForm ADV

Dated events

Occurred
Apr 15, 2026
Advisor changed firm
J••••••• R••••• R••• left P•• A••••••• for Onedigital (registered 2026-04-14)
Form ADVobserved 7 days ago
Occurred
Jan 18, 2023
Advisor changed firm
J••••••• R••••• R••• left E•••••••• A•••••••• L•• for P•• A••••••• (registered 2023-01-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b26e8d34-d17b-f534-7b08-0cedc03caf5c
First observed: Oct 21, 2016
Last observed: Sep 15, 2026 7 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.