DFX Intelligence
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Registered advisor
J••• V•••••• O•••••••
Feed of 09/14/2026
Also filed as J••• V•••••• O••••••••• V•••••• O••••••••• V•••••• O•••••••
At current firm
14 y
since Jun 26, 2012
In the industry
32 y
since Dec 28, 1993 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
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.
what the firm itself publishes, with the page it was read from
- Title
- Founderreportedocwealthmgt.comfirm site, Sep 16, 2026
- Founder
- “J••• is the founder of O••••••• W••••• M••••••••• I••• and has worked with families, high net worth individuals, and small businesses in the financial services industry for over thirty-five years.”reportedocwealthmgt.comthe sentence on the bio page
- Professional profile
- ••• Lockedreportedocwealthmgt.comfirm site, Sep 16, 2026
Registration history
IAPD current and previous registrations
- O••••••• W••••• M••••••••• I••• independent RIA currentsince Jun 26, 2012 · Monrovia, Ca
- S••••••••• A•••••• A•••••••• I••• formerJun 12, 2009 to Nov 27, 2009 · San Gabriel, Ca
- V•••• F•••••••• A•••••••• I••• BD affiliatedMay 12, 2009 to Jun 4, 2009 · Woodland Hills, Ca
- S••••••••• A•••••• A•••••••• I••• formerJan 23, 2009 to May 13, 2009 · Lavista, Ne
- B••••• • Y•••• A•••••••• I••• formerJun 26, 2007 to Jan 23, 2009 · Pasadena, Ca
Moves
a registration end followed by a registration begin elsewhere
- S••••••••• A•••••• A•••••••• I••• to O••••••• W••••• M••••••••• I•••left Nov 27, 2009, registered Jun 26, 2012 (942 days) · Other
- V•••• F•••••••• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Jun 4, 2009, registered Jun 12, 2009 (8 days) · Other
- S••••••••• A•••••• A•••••••• I••• to V•••• F•••••••• A•••••••• I•••left May 13, 2009, registered May 12, 2009 (-1 days) · Other
- B••••• • Y•••• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Jan 23, 2009, registered Jan 23, 2009 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves.Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address