DFX Intelligence

A••• W••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

A••• W••• P••••••

Advisor at O•••• W•••••• I•••

JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:45c64a52-382e-6d41-d1b8-f729b8fb5f19

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 4, 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•••• W•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 17, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Jan 22, 2021	n/a	yes	JACKSONVILLE, FL	Current employment
A••••••••• F•••••••• A•••••••• I•••	Independent wealth	Nov 9, 2020	Feb 25, 2021	no	JACKSONVILLE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• A•••••••• I•••	O•••• W•••••• I•••	Feb 25, 2021	Jan 22, 2021	-34	Firm change after gap	Other
E••••• J••••	A••••••••• F•••••••• A•••••••• I•••	Oct 1, 2020	Nov 9, 2020

Relationships

Registered with (3)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Jan 22, 2021 to presentfactForm ADV
→ A••••••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 9, 2020 to Feb 25, 2021factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 4, 2014 to Oct 1, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45c64a52-382e-6d41-d1b8-f729b8fb5f19
First observed: Mar 4, 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.