DFX Intelligence
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J•••••• R•••••• W•••••
Certified Financial Planner
As of · the IAPD feed
- At current firm
- 21 y
- In the industry
- 39 y
- Prior registered firms
- 0
- Signals
- 0
since Feb 16, 2005
As of · the IAPD feed
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• LockedreportedHTTPS:firm site, Sep 16, 2026
- Advisor profile
- ••• Lockedreportedofcwealth.comfirm site, Sep 24, 2026
- Advisor profile
- ••• LockedreportedHTTPS:firm site, Sep 16, 2026
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- President and Chief Investment Officerreportedofcwealth.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- O•• W••••• M••••••••• independent RIA currentsince Feb 16, 2005 · Short Hills, Nj
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address