G••• J•••• O••

Advisor at C••••••• F•••••••• D••••••• I•••

KOKOMO, IN | Hibbing, MN

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:ed652872-ee78-a373-5b99-72aae428e2d7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 9, 2008 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: C••••••• F•••••••• D••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 27, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• F•••••••• D••••••• I•••	Bd affiliated wealth	Jan 22, 2026	n/a	yes	KOKOMO, IN\|Hibbing, MN	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Jun 14, 2024	Jan 20, 2026	no	HIBBING, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	C••••••• F•••••••• D••••••• I•••	Jan 20, 2026	Jan 22, 2026	2	Firm change	Ibd to ibd
S••••••••• A•••••• A•••••••• I•••	O•••• W•••••• I•••	Jun 14, 2024	Jun 14, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
16741:110518:MN:2015-07-22	Jul 27, 2015	Jul 20, 2015	HIBBING, MN	Firm change

Relationships

Registered with (6)

→ C••••••• F•••••••• D••••••• I•••Registered adviserregistration: current employment
Jan 22, 2026 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jun 14, 2024 to Jan 20, 2026factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 20, 2015 to Jun 14, 2024factForm ADV
→ F•••••••• L••

Dated events

Occurred
Jan 20, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed652872-ee78-a373-5b99-72aae428e2d7
First observed: Apr 9, 2008
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.