DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

T••••• A•••••• P•••

Advisor at O•••••• P•••••••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:481d8074-e214-ef89-6a02-6c83df97d1db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 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•••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 4, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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•••••• P•••••••	Independent wealth	Apr 19, 2021	n/a	yes	SAN FRANCISCO, CA	Current employment
B•••••••••	Independent wealth	May 3, 2017	Apr 20, 2021	no	SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••••	O•••••• P•••••••	Apr 20, 2021	Apr 19, 2021	-1	Firm change	RIA to RIA
T•• M•••••• G••••	B•••••••••	Nov 17, 2016	May 3, 2017

Relationships

Registered with (4)

→ O•••••• P•••••••Registered adviserregistration: current employment
Apr 19, 2021 to presentfactForm ADV
→ B•••••••••Registered adviserregistration: previous registration
May 3, 2017 to Apr 20, 2021factForm ADV
→ T•• M•••••• G••••Registered adviserregistration: previous registration
Mar 17, 2015 to Nov 17, 2016factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:481d8074-e214-ef89-6a02-6c83df97d1db
First observed: Apr 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.