DFX Intelligence

L••• T••••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor12 years in industry

L••• T••••• C••••••

Advisor at O•••••• F•••••••• P•••••••• L••

SAN ANGELO, 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:59ffd7a8-f0f2-84ce-941e-65e1085a0ea0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2023 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•••••• F•••••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• F•••••••• P•••••••• L••	State registered	Jan 23, 2026	n/a	yes	SAN ANGELO, TX	Current employment
O•••••• F•••••••• P•••••••• L••	State registered	Jun 20, 2024	Dec 31, 2025	no	SAN ANGELO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••• F•••••••• P•••••••• L••	O•••••• F•••••••• P•••••••• L••	Dec 31, 2024	Jun 20, 2024	-194	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
291749:330474:TX:2024-12-31	Dec 31, 2024	Jun 20, 2024	SAN ANGELO, TX	Firm change after gap

Relationships

Registered with (2)

→ O•••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Jun 20, 2024 to Dec 31, 2025factForm ADV
→ O••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Apr 19, 2023 to Dec 31, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
L••• T••••• C•••••• left O••• F•••••••• P•••••••• L•• for O•••••• F•••••••• P•••••••• L•• (registered 2024-06-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59ffd7a8-f0f2-84ce-941e-65e1085a0ea0
First observed: Apr 19, 2023
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.