DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant24 years in industry

J•••• J• B•••••••

Advisor at O••••••• B•• W••••• P•••••••

PARSIPPANY, NJ | Minneapolis, MN

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Search this name across graphsid dfx:ria:b5603370-d35d-2238-4c0b-a2b1b6a6e58f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2011 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••••••• B•• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• B•• W••••• P•••••••	Independent wealth	Jan 29, 2026	n/a	yes	Minneapolis, MN\|PARSIPPANY, NJ	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Sep 19, 2011	Sep 14, 2016	no	MINNEAPOLIS, MN\|MINNETONKA, MN\|Minnetonka, MN\|Minnetonka, MN\|Deephaven, MN\|MINNEAPOLIS, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	O••••••• B•• W••••• P•••••••	Sep 14, 2016	Jan 29, 2026	3,424	Firm change after gap	Other

Relationships

Registered with (2)

→ O••••••• B•• W••••• P•••••••Registered adviserregistration: current employment
Jan 29, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Sep 19, 2011 to Sep 14, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b5603370-d35d-2238-4c0b-a2b1b6a6e58f
First observed: Sep 19, 2011
Last observed: Sep 15, 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.