DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J•••••• R••••• S••••

Advisor at O••• C•••••• M••••••••• L•••

AUSTIN, TX

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Search this name across graphsid dfx:ria:44974941-a900-6631-2410-b56f159c2873

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jul 7, 2015 to Sep 14, 2026

Across DFX

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

Private Equityidentity

J•••••• R••••• S••••

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•••••• M••••••••• L•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••• C•••••• M••••••••• L•••	Asset manager	May 26, 2014	n/a	yes	AUSTIN, TX	Current employment
O•••••• P•••••••• L•	Former SEC adviser	Jul 7, 2015	Nov 28, 2023	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••• P•••••••• L•	n/a	Nov 28, 2023	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ O••• C•••••• M••••••••• L•••Registered adviserregistration: current employment
May 26, 2014 to presentfactForm ADV
→ O•••••• P•••••••• L•Registered adviserregistration: previous registration
Jul 7, 2015 to Nov 28, 2023factForm ADV

Dated events

Occurred
Nov 28, 2023
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44974941-a900-6631-2410-b56f159c2873
First observed: Jul 7, 2015
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.