DFX Intelligence

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

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RIA / WealthAdvisor45 years in industry

J••• G•••••• O••••••••

Advisor at J••• G• O••••••••

IRVINE, CA

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Search this name across graphsid dfx:ria:b544cc11-e7f3-5850-a9bd-a94f81ad8d2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 18, 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: J••• G• O••••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Apr 22, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• G• O••••••••	Former SEC adviser	Jan 1, 2026	n/a	yes	IRVINE, CA	Current employment
A•••• C••••••	Independent wealth	Jan 4, 2022	Sep 23, 2022	no	Irvine, CA\|WAYNE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• C••••••	J••• G• O••••••••	Sep 23, 2022	Jan 1, 2026	1,196	Firm change after gap	RIA to RIA
B• R•••• W••••• A•••••••• I•••	A•••• C••••••	Jan 25, 2022	Jan 4, 2022

Relationships

Registered with (5)

→ J••• G• O••••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ A•••• C••••••Registered adviserregistration: previous registration
Jan 4, 2022 to Sep 23, 2022factForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 14, 2020 to Jan 25, 2022factForm ADV
→ F•••

Dated events

Occurred
Sep 23, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 25, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b544cc11-e7f3-5850-a9bd-a94f81ad8d2f
First observed: Sep 18, 2002
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.