S••••• J•••••

Advisor at O•••• W•••••• I•••

CARLISLE, PA

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:bb023429-22a4-850e-fd58-dd12d598852b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 17, 2018 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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Dec 12, 2024	n/a	yes	CARLISLE, PA	Current employment
C••••••• S••••••••• I•••	Bd affiliated wealth	Aug 28, 2023	Nov 25, 2024	no	HARRISBURG, PA\|SHIPPENSBURG, PA\|HARRISBURG, PA\|HARRISBURG, PA\|MONROEVILLE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• S••••••••• I•••	O•••• W•••••• I•••	Nov 25, 2024	Dec 12, 2024	17	Firm change	Ibd to ibd
A••••••••• F•••••••• S•••••••• L••	C••••••• S••••••••• I•••	Aug 10, 2023	Aug 28, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
104556:6363:PA:2022-07-26	Jul 26, 2022	Jul 15, 2022	WILLOW STREET, PA	Firm change

Relationships

Registered with (4)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Dec 12, 2024 to presentfactForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Aug 28, 2023 to Nov 25, 2024factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 15, 2022 to Aug 10, 2023factForm ADV
→ A•••••• A••••••• S•••••••

Dated events

Occurred
Nov 25, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb023429-22a4-850e-fd58-dd12d598852b
First observed: Dec 17, 2018
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.