DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

J••••••• L•• L•••

Advisor at O•••••••• C••••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:42db1381-8626-ad49-0c3a-5467c99cf076

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Dec 14, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••••• L•• L•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O•••••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 13, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••• C••••••• L••	Independent wealth	May 15, 2024	n/a	yes	AUSTIN, TX	Current employment
B•••• A•••••••	Mixed wealth	Aug 4, 2016	Dec 16, 2022	no	Austin, TX\|BALTIMORE, MD\|Austin, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• A•••••••	O•••••••• C••••••• L••	Dec 16, 2022	May 15, 2024	516	Firm change after gap	RIA to new firm
O•••• A•••••••• L••	B•••• A•••••••	Aug 4, 2016	Aug 4, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
156393:110181:TX:2016-08-04	Aug 4, 2016	Aug 4, 2016	AUSTIN, TX	Firm change

Relationships

Registered with (3)

→ O•••••••• C••••••• L••Registered adviserregistration: current employment
May 15, 2024 to presentfactForm ADV
→ B•••• A•••••••Registered adviserregistration: previous registration
Aug 4, 2016 to Dec 16, 2022factForm ADV
→ O•••• A•••••••• L••Registered adviserregistration: previous registration
Dec 14, 2013 to Aug 4, 2016factForm ADV

Dated events

Occurred
Dec 16, 2022
Advisor changed firm
J••••••• L•• L••• left B•••• A••••••• for O•••••••• C••••••• L•• (registered 2024-05-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42db1381-8626-ad49-0c3a-5467c99cf076
First observed: Dec 14, 2013
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.