DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

J•••• M•••• B••••

Advisor at O•••• A••••••• S•••••••• L••

ATLANTA, GA | Aurora, OH

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Search this name across graphsid dfx:ria:bfb80651-b29b-ec7a-8835-27787d92c6ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 7, 2005 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•••• A••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 7, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• A••••••• S•••••••• L••	Bd affiliated wealth	Feb 3, 2026	n/a	yes	Aurora, OH\|ATLANTA, GA	Current employment
B••••• F•••••••• G••••• I•••	Former SEC adviser	Feb 28, 2022	Mar 27, 2026	no	AURORA, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• F•••••••• G••••• I•••	O•••• A••••••• S•••••••• L••	Mar 27, 2026	Feb 3, 2026	-52	Firm change after gap	RIA to ibd
O•••• F•• I•••	B••••• F•••••••• G••••• I•••	Feb 22, 2022	Feb 28, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
317775:171070:OH:2026-03-27	Mar 27, 2026	Feb 3, 2026	AURORA, OH	Firm change after gap
3978:317775:OH:2022-02-22	Feb 22, 2022	Feb 28, 2022	ORANGE VILLAGE, OH	Firm change

Relationships

Registered with (3)

→ O•••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Feb 3, 2026 to presentfactForm ADV
→ B••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Feb 28, 2022 to Mar 27, 2026factForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Jul 17, 2008 to Feb 22, 2022factForm ADV

Dated events

Occurred
Mar 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfb80651-b29b-ec7a-8835-27787d92c6ee
First observed: Feb 7, 2005
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.