DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

J•••• E••••• B•••

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

Spokane, WA

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Search this name across graphsid dfx:ria:cb6d83c4-5881-f4be-5eee-98c025b1011a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 8, 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: O•••• A••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 4, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• A••••••• S•••••••• L••	Bd affiliated wealth	Nov 8, 2024	n/a	yes	Spokane, WA	Current employment
A•••• P•••• A•••••••	Former SEC adviser	Nov 6, 2020	Nov 8, 2024	no	SPOKANE, WA\|SPOKANE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• P•••• A•••••••	O•••• A••••••• S•••••••• L••	Nov 8, 2024	Nov 8, 2024	0	Bulk transfer	Ibd to ibd
K•• F•••••••• S•••••••• I••	A•••• P•••• A•••••••	Nov 6, 2020	Nov 6, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
3866:165127:WA:2020-11-06	Nov 6, 2020	Nov 6, 2020	SEATTLE, WA	Firm change

Relationships

Registered with (7)

→ O•••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Nov 8, 2024 to presentfactForm ADV
→ A•••• P•••• A•••••••Registered adviserregistration: previous registration
Nov 6, 2020 to Nov 8, 2024factForm ADV
→ K•• F•••••••• S•••••••• I••Registered adviserregistration: previous registration
Aug 5, 2019 to Nov 6, 2020factForm ADV
→ C••••• A••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb6d83c4-5881-f4be-5eee-98c025b1011a
First observed: May 8, 2002
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.