DFX Intelligence

O•••• L••••• K••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

O•••• L••••• K••••••••

Advisor at A• N• C••••••••• • C••••••• I•••

CHARLOTTESVILLE, VA

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Search this name across graphsid dfx:ria:03b62fee-c668-4c7c-8100-90fbdd84b142

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 31, 2022 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: A• N• C••••••••• • C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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
A• N• C••••••••• • C••••••• I•••	Independent wealth	Feb 5, 2026	n/a	yes	CHARLOTTESVILLE, VA	Current employment
I•• C•••• C•••••• L••	n/a	Oct 31, 2022	Dec 23, 2025	no	CHARLOTTESVILLE, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• C•••• C•••••• L••	A• N• C••••••••• • C••••••• I•••	Dec 23, 2025	Feb 5, 2026	44	Firm change	Other

Relationships

Registered with (2)

→ A• N• C••••••••• • C••••••• I•••Registered adviserregistration: current employment
Feb 5, 2026 to presentfactForm ADV
→ I•• C•••• C•••••• L••Registered adviserregistration: previous registration
Oct 31, 2022 to Dec 23, 2025factForm ADV

Dated events

Occurred
Dec 23, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03b62fee-c668-4c7c-8100-90fbdd84b142
First observed: Oct 31, 2022
Last observed: Sep 14, 2026 9 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.