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J••• R••••••• E••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

J••• R••••••• E••••••

Advisor at O•••• S••••••••• L••

VERONA TOWNSHIP, NJ

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Search this name across graphsid dfx:ria:ea3cbb41-57f4-a440-f831-dd1a4eb0365c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2020 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•••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 19, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom 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•••• S••••••••• L••	State registered	Jul 17, 2026	n/a	yes	VERONA TOWNSHIP, NJ	Current employment
E•••••••• A•••••••• L••	National bd RIA	Jan 24, 2020	Nov 18, 2020	no	MORRISTOWN, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	O•••• S••••••••• L••	Nov 18, 2020	Jul 17, 2026	2,067	Firm change after gap	Ibd to state RIA

Relationships

Registered with (2)

→ O•••• S••••••••• L••Registered adviserregistration: current employment
Jul 17, 2026 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 24, 2020 to Nov 18, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea3cbb41-57f4-a440-f831-dd1a4eb0365c
First observed: Jan 24, 2020
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.