DFX Intelligence

I•• D•••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

I•• D•••• S••••••

Advisor at O••••••• B•• W••••• P•••••••

PARSIPPANY, NJ | Minneapolis, MN

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Search this name across graphsid dfx:ria:d20f32f0-9654-856f-d53e-25ab74159fca

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2025 to Sep 15, 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••••••• B•• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• B•• W••••• P•••••••	Independent wealth	Jan 29, 2026	n/a	yes	PARSIPPANY, NJ\|Minneapolis, MN	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Oct 7, 2025	Feb 4, 2026	no	MINNEAPOLIS, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	O••••••• B•• W••••• P•••••••	Feb 4, 2026	Jan 29, 2026	-6	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
2881:318366:MN:2026-02-03	Feb 4, 2026	Jan 29, 2026	MINNEAPOLIS, MN	Firm change

Relationships

Registered with (2)

→ O••••••• B•• W••••• P•••••••Registered adviserregistration: current employment
Jan 29, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Oct 7, 2025 to Feb 4, 2026factForm ADV

Dated events

Occurred
Feb 4, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d20f32f0-9654-856f-d53e-25ab74159fca
First observed: Oct 7, 2025
Last observed: Sep 15, 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.