DFX Intelligence

G•••• O•••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

G•••• O•••• M•••••

Advisor at O••••••• F••••••••

MELBOURNE, FL

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Search this name across graphsid dfx:ria:08d4d5ee-2929-6717-9426-f9d28012e393

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: May 8, 2008 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: O••••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• F••••••••	Independent wealth	Jul 10, 2023	n/a	yes	MELBOURNE, FL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 15, 2023	Jul 28, 2023	no	BOKEELIA, FL\|SATELLITE BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• F•••••••• A•••••••	C••••• I••••••••• A••••••• L••	Oct 6, 2023	Jun 15, 2023	-113	Firm change after gap	RIA to ibd
C••••• I••••••••• A••••••• L••	O••••••• F••••••••	Jul 28, 2023	Jul 10, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:327105:FL:2023-07-27	Jul 28, 2023	Jul 10, 2023	SATELLITE BEACH, FL	Firm change

Relationships

Registered with (5)

→ O••••••• F••••••••Registered adviserregistration: current employment
Jul 10, 2023 to presentfactForm ADV
→ A••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
May 26, 2020 to Oct 6, 2023factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 15, 2023 to Jul 28, 2023factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

Occurred
Oct 6, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 28, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 29, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08d4d5ee-2929-6717-9426-f9d28012e393
First observed: May 8, 2008
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.