DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J•••••••• M•••• L•••••••

Advisor at O•• W••• L••• A••••••• L••

CHICAGO, IL

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Search this name across graphsid dfx:ria:bc508af8-8f5f-1509-8e45-43aad01b9961

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 30, 2015 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••• L••• A••••••• L••
Current firm class: state registeredderived
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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• W••• L••• A••••••• L••	State registered	Apr 22, 2025	n/a	yes	CHICAGO, IL	Current employment
T••• F••• F••••••••• I•••	n/a	Jan 30, 2015	May 20, 2025	no	CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••• F••• F••••••••• I•••	O•• W••• L••• A••••••• L••	May 20, 2025	Apr 22, 2025	-28	Firm change	Other

Relationships

Registered with (2)

→ O•• W••• L••• A••••••• L••Registered adviserregistration: current employment
Apr 22, 2025 to presentfactForm ADV
→ T••• F••• F••••••••• I•••Registered adviserregistration: previous registration
Jan 30, 2015 to May 20, 2025factForm ADV

Dated events

Occurred
May 20, 2025
Advisor changed firm
J•••••••• M•••• L••••••• left T••• F••• F••••••••• I••• for O•• W••• L••• A••••••• L•• (registered 2025-04-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc508af8-8f5f-1509-8e45-43aad01b9961
First observed: Jan 30, 2015
Last observed: Sep 14, 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.