DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

J•••• I•• M•••••

Advisor at O•• S••••• I•••••••••

GREENWOOD VILLAGE, CO

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Search this name across graphsid dfx:ria:cc8c15c7-97ef-dad1-fef1-43d16c58fa48

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Apr 10, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J•••• I•• M•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O•• S••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 30, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom 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•• S••••• I•••••••••	Independent wealth	Feb 18, 2025	n/a	yes	GREENWOOD VILLAGE, CO	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Apr 10, 2012	May 20, 2014	no	CLAYTON, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	O•• S••••• I•••••••••	May 20, 2014	Feb 18, 2025	3,927	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (2)

→ O•• S••••• I•••••••••Registered adviserregistration: current employment
Feb 18, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 10, 2012 to May 20, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc8c15c7-97ef-dad1-fef1-43d16c58fa48
First observed: Apr 10, 2012
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.