DFX Intelligence

J••••• A•••••• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

J••••• A•••••• O••••••

Advisor at O•••••• W••••• M••••••••• I•••

Beverly Hills, CA

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Search this name across graphsid dfx:ria:d1ba0fdc-cbac-2592-58c2-35928b360524

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 26, 2009 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••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• W••••• M••••••••• I•••	Independent wealth	May 9, 2018	n/a	yes	Beverly Hills, CA	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Jun 26, 2009	May 17, 2018	no	AGOURA HILLS, CA\|BEVERLY HILLS, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	O•••••• W••••• M••••••••• I•••	May 17, 2018	May 9, 2018	-8	Firm change	Ibd to new firm

Relationships

Registered with (2)

→ O•••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
May 9, 2018 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 26, 2009 to May 17, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1ba0fdc-cbac-2592-58c2-35928b360524
First observed: Jun 26, 2009
Last observed: Sep 14, 2026 9 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.