R••• J•••••

Advisor at O•••••••••

Wall, NJ | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e4bc6875-395e-495b-fb23-b38f560aea30

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 21, 2020 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•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	May 4, 2022	n/a	yes	OVERLAND PARK, KS\|Wall, NJ	Current employment
G•••••• • M•••••••• L••	Former SEC adviser	Dec 21, 2020	Jul 20, 2022	no	BASKING RIDGE, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• • M•••••••• L••	O•••••••••	Jul 20, 2022	May 4, 2022	-77	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
129397:106766:NJ:2022-07-20	Jul 20, 2022	May 4, 2022	BASKING RIDGE, NJ	Firm change after gap

Relationships

Registered with (2)

→ O•••••••••Registered adviserregistration: current employment
May 4, 2022 to presentfactForm ADV
→ G•••••• • M•••••••• L••Registered adviserregistration: previous registration
Dec 21, 2020 to Jul 20, 2022factForm ADV

Dated events

Occurred
Jul 20, 2022
Advisor changed firm
R••• J••••• left G•••••• • M•••••••• L•• for Onedigital (registered 2022-05-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4bc6875-395e-495b-fb23-b38f560aea30
First observed: Dec 21, 2020
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.