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

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RIA / WealthAdvisor12 years in industry

J••••• M•••••• O•••

Advisor at O•••••• F•••••••• P•••••••• L••

SAN ANGELO, TX

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Search this name across graphsid dfx:ria:3f8158a5-e98b-5a25-1434-09c7eebe5c86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 19, 2014 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•••••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 19, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• F•••••••• P•••••••• L••	State registered	Jan 23, 2026	n/a	yes	SAN ANGELO, TX	Current employment
O•••••• F•••••••• P•••••••• L••	State registered	Jun 7, 2024	Dec 31, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
O••• F•••••••• P•••••••• L••	O•••••• F•••••••• P•••••••• L••	Dec 31, 2024	Jun 7, 2024	-207	Firm change after gap	Other
M••••• P•••••• I••••••••• P••••••• L••	O••• F•••••••• P•••••••• L••	Dec 1, 2015

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
291749:330474:TX:2024-12-31	Dec 31, 2024	Jun 7, 2024	SAN ANGELO, TX	Firm change after gap

Relationships

Registered with (3)

→ O•••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Jun 7, 2024 to Dec 31, 2025factForm ADV
→ O••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Feb 26, 2021 to Dec 31, 2024factForm ADV
→ M••••• P•••••• I••••••••• P••••••• L••Registered adviserregistration: previous registration
Sep 19, 2014 to Dec 1, 2015factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
J••••• M•••••• O••• left O••• F•••••••• P•••••••• L•• for O•••••• F•••••••• P•••••••• L•• (registered 2024-06-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f8158a5-e98b-5a25-1434-09c7eebe5c86
First observed: Sep 19, 2014
Last observed: Sep 14, 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.