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.

Current firm

OPEROSE ADVISORS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 19, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 19, 2003

First registration

Jan 30, 2007

Dual registered

no

IAPD individual key

4622760

• Occurred

  Mar 20, 2026
  Advisor changed firm

  Steven Jay Backus left Johnson Wealth Inc. for Operose Advisors Llc (registered 2026-03-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d188ae60-24d9-e692-889e-621f74413218

First observed

Jan 30, 2007

Last observed

Sep 14, 2026 7 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.