J••••• A• S••••

Advisor at O•••••• C•••••••• A•••••••• L••

ATLANTA, GA | South Plainfield, NJ

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:50442a94-217a-4ec4-a46a-de4b54c22d15

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 17, 2004 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: O•••••• C•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 28, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• C•••••••• A•••••••• L••	Independent wealth	Sep 24, 2025	n/a	yes	ATLANTA, GA\|South Plainfield, NJ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 17, 2004	Sep 25, 2025	no	PENNINGTON, NJ\|SHORT HILLS, NJ\|ATLANTA, GA\|SHORT HILLS, NJ\|PENNINGTON, NJ\|SUMMIT, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	O•••••• C•••••••• A•••••••• L••	Sep 25, 2025	Sep 24, 2025	-1	Firm change	Wirehouse to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:336837:NJ:2025-09-25	Sep 25, 2025	Sep 24, 2025	SUMMIT, NJ	Firm change

Relationships

Registered with (2)

→ O•••••• C•••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 24, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 17, 2004 to Sep 25, 2025factForm ADV

Dated events

Occurred
Sep 25, 2025
Advisor changed firm
J••••• A• S•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for O•••••• C•••••••• A•••••••• L•• (registered 2025-09-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50442a94-217a-4ec4-a46a-de4b54c22d15
First observed: Aug 17, 2004
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.