DFX Intelligence

J••••••• M•••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

J••••••• M•••• S••••••

Advisor at O••••••• A••••••• S••••••• L••

FRANKLIN, TN | Spring Hill, FL

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Search this name across graphsid dfx:ria:1a018269-d928-ba0f-3bb1-4a2148968068

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 10, 2017 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••••••• A••••••• S••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• A••••••• S••••••• L••	Independent wealth	Jan 20, 2021	n/a	yes	Spring Hill, FL\|FRANKLIN, TN	Current employment
T• A••••••••• I•••	Former SEC adviser	Feb 28, 2018	Jan 11, 2021	no	SPRING HILL, FL\|TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• A••••••••• I•••	O••••••• A••••••• S••••••• L••	Jan 11, 2021	Jan 20, 2021	9	Firm change	Other
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Dec 31, 2020	Feb 28, 2018

Relationships

Registered with (4)

→ O••••••• A••••••• S••••••• L••Registered adviserregistration: current employment
Jan 20, 2021 to presentfactForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Feb 28, 2018 to Jan 11, 2021factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 26, 2018 to Dec 31, 2020factForm ADV
→ S•••••••• I••••••••• M•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a018269-d928-ba0f-3bb1-4a2148968068
First observed: Aug 10, 2017
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.