A••••• L•••

Advisor at I••••••••• A••••••• N•••••• L••

Bakersfield, CA | DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4edf1f78-2345-42e0-fae1-1cfb57b5f0ba

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

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 7, 2002 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: I••••••••• A••••••• N•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 17, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A••••••• N•••••• L••	Independent wealth	May 11, 2022	n/a	yes	DALLAS, TX\|Bakersfield, CA	Current employment
O•••••••	Independent wealth	Feb 18, 2021	Apr 14, 2022	no	Bakersfield, CA\|BEACHWOOD, OH\|San Jose, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••	I••••••••• A••••••• N•••••• L••	Apr 14, 2022	May 11, 2022	27	Firm change	RIA to RIA
M••••• S••••••	O•••••••	Mar 3, 2021	Feb 18, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
283087:171991:CA:2022-04-14	Apr 14, 2022	May 11, 2022	SAN JOSE, CA	Firm change

Relationships

Registered with (4)

→ I••••••••• A••••••• N•••••• L••Registered adviserregistration: current employment
May 11, 2022 to presentfactForm ADV
→ O•••••••Registered adviserregistration: previous registration
Feb 18, 2021 to Apr 14, 2022factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Mar 3, 2021factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Apr 14, 2022
Advisor changed firm
A••••• L••• left Oneseven for I••••••••• A••••••• N•••••• L•• (registered 2022-05-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4edf1f78-2345-42e0-fae1-1cfb57b5f0ba
First observed: May 7, 2002
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.