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O••• M•••••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

O••• M•••••• G••••

Advisor at W••••• C•••• F••••••••

MODI'IN | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:4f8d8841-036e-d8e0-c8f4-ef38c285a71d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 11, 1999 to Sep 15, 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: W••••• C•••• F••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• C•••• F••••••••	Independent wealth	Jul 28, 2022	n/a	yes	SAN DIEGO, CA\|MODI'IN	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jan 11, 1999	Dec 20, 2016	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	W••••• C•••• F••••••••	Dec 20, 2016	Jul 28, 2022	2,046	Firm change after gap	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6363:285670:CA:2016-12-20	Dec 20, 2016	Jul 28, 2022	SOLANA BEACH, CA	Firm change after gap

Relationships

Registered with (2)

→ W••••• C•••• F••••••••Registered adviserregistration: current employment
Jul 28, 2022 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 11, 1999 to Dec 20, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f8d8841-036e-d8e0-c8f4-ef38c285a71d
First observed: Jan 11, 1999
Last observed: Sep 15, 2026 7 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.