DFX Intelligence

J•••• D••••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

J•••• D••••• C•••••••

Advisor at O•• L••• A•••••••

CENTERVILLE, UT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2001 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•• L••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 8, 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• L••• A•••••••	Independent wealth	May 26, 2026	n/a	yes	CENTERVILLE, UT	Current employment
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Nov 5, 2014	Jul 10, 2023	no	SALT LAKE CITY, UT\|LAYTON, UT\|Glendale, CO\|Layton, UT\|SEATTLE, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•• P••••••• S•••••••	O•• L••• A•••••••	Jul 10, 2023	May 26, 2026	1,051	Firm change after gap	Ibd to RIA
T••••••••• R••••••••• A•••••••• L••	A••••• A•• P••••••• S•••••••	Oct 15, 2014	Nov 5, 2014

Relationships

Registered with (5)

→ O•• L••• A•••••••Registered adviserregistration: current employment
May 26, 2026 to presentfactForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Nov 5, 2014 to Jul 10, 2023factForm ADV
→ T••••••••• R••••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 25, 2014 to Oct 15, 2014factForm ADV
→ S•••••••• A••••••• L••

Dated events

Occurred
Jul 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 25, 2001
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.