DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)43 years in industry

P••• J••••• O•••••••

Advisor at O•••••••

BEACHWOOD, OH

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:e7177cf9-f4c9-b17b-b1c5-d04797fe1106

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 27, 2012 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•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom 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•••••••	Independent wealth	May 13, 2022	n/a	yes	BEACHWOOD, OH	Current employment
M•• I••••••••• A••••••• I•••	Former SEC adviser	Feb 27, 2012	Jun 9, 2022	no	BEACHWOOD, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I••••••••• A••••••• I•••	O•••••••	Jun 9, 2022	May 13, 2022	-27	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
109884:283087:OH:2022-06-09	Jun 9, 2022	May 13, 2022	BEACHWOOD, OH	Firm change

Relationships

Registered with (2)

→ O•••••••Registered adviserregistration: current employment
May 13, 2022 to presentfactForm ADV
→ M•• I••••••••• A••••••• I•••Registered adviserregistration: previous registration
Feb 27, 2012 to Jun 9, 2022factForm ADV

Dated events

Occurred
Jun 9, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7177cf9-f4c9-b17b-b1c5-d04797fe1106
First observed: Feb 27, 2012
Last observed: Sep 14, 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.