R•••••• L• B•••

Advisor at O••••••• B•• W••••• P•••••••

Lutz, FL | PARSIPPANY, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f4bdab7-9b72-7846-92fa-a81271877afd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 0
Observed: Dec 8, 2009 to Sep 15, 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••••••• B•• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom 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
O••••••• B•• W••••• P•••••••	Independent wealth	Sep 14, 2026	n/a	yes	PARSIPPANY, NJ\|Lutz, FL	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Dec 8, 2009	Sep 8, 2026	no	Lutz, FL\|TAMPA, FL\|TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	O••••••• B•• W••••• P•••••••	Sep 8, 2026	Sep 14, 2026	6	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
2881:318366:FL:2026-08-25	Sep 8, 2026	Sep 14, 2026	TAMPA, FL	Firm change

Relationships

Registered with (2)

→ O••••••• B•• W••••• P•••••••Registered adviserregistration: current employment
Sep 14, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Dec 8, 2009 to Sep 8, 2026factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 8, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Show 1 bookkeeping events

Occurred
Sep 14, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f4bdab7-9b72-7846-92fa-a81271877afd
First observed: Dec 8, 2009
Last observed: Sep 15, 2026 8 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.