DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

S•••• J••••• S••••

O•••••••••institutionalMedina , Oh IA-onlyIAPD 4453476

Feed of 09/16/2026

Also filed as S•••• J S••••

At current firm

0 y

since Sep 15, 2026

In the industry

24 y

since Dec 20, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

O••••••••• institutional current
since Sep 15, 2026 · Medina , Oh
G•••••••• F•••••••• A•••••••• L•• institutional
Apr 23, 2022 to Sep 11, 2026 · Cleveland, Oh
K••••• A••••••• S•••••••• L•• BD affiliated
Jul 1, 2019 to Apr 5, 2022 · Cleveland, Oh
U•• A••••••• institutional
Sep 11, 2018 to Jun 6, 2019 · Cleveland, Oh

Moves

a registration end followed by a registration begin elsewhere

G•••••••• F•••••••• A•••••••• L•• to O•••••••••
left Sep 11, 2026, registered Sep 15, 2026 (4 days) · Other
K••••• A••••••• S•••••••• L•• to G•••••••• F•••••••• A•••••••• L••
left Apr 5, 2022, registered Apr 23, 2022 (18 days) · Other
U•• A••••••• to K••••• A••••••• S•••••••• L••
left Jun 6, 2019, registered Jul 1, 2019 (25 days) · Other

Signals

S•••• J••••• S•••• registered as an investment adviser representative at Onedigital
Sep 15, 2026 · Advisor registered · fact
S•••• J••••• S•••• left G•••••••• F•••••••• A•••••••• L•• for Onedigital (registered 2026-09-15)
Sep 11, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The 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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address