DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

O••• J•••• G•••••

Advisor at I•••••• S••••••••• I•••

HIGHLAND PARK, IL | Highland Park, IL

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Search this name across graphsid dfx:ria:d655ba1c-5548-dcd1-f9c3-2929ce1bcbc3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 14, 2005 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: I•••••• S••••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 13, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••• S••••••••• I•••	Mixed wealth	Sep 23, 2014	n/a	yes	HIGHLAND PARK, IL\|HIGHLAND PARK, IL\|Highland Park, IL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Oct 25, 2007	Sep 26, 2014	no	LOMBARD, IL\|SCHAUMBURG, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	I•••••• S••••••••• I•••	Sep 26, 2014	Sep 23, 2014	-3	Firm change	Other
M••••• S•••••• D• I•••	C•••••••• G••••• M•••••• I•••	Aug 9, 2006	Oct 25, 2007

Relationships

Registered with (3)

→ I•••••• S••••••••• I•••Registered adviserregistration: current employment
Sep 23, 2014 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Oct 25, 2007 to Sep 26, 2014factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration
Apr 14, 2005 to Aug 9, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d655ba1c-5548-dcd1-f9c3-2929ce1bcbc3
First observed: Apr 14, 2005
Last observed: Sep 15, 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.