DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

A••••• D• P•••••

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

ATLANTA, GA

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Search this name across graphsid dfx:ria:5be10689-161e-5e82-27db-e1df800b5969

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 28, 2020 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•••••• C•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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	Oct 14, 2025	n/a	yes	ATLANTA, GA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Feb 28, 2020	Sep 24, 2025	no	JACKSONVILLE, FL\|NEW YORK, NY\|JACKSONVILLE, FL\|ATLANTA, GA\|Callahan, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	O•••••• C•••••••• A•••••••• L••	Sep 24, 2025	Oct 14, 2025	20	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:336837:FL:2025-09-24	Sep 24, 2025	Oct 14, 2025	CALLAHAN, FL	Firm change

Relationships

Registered with (2)

→ O•••••• C•••••••• A•••••••• L••Registered adviserregistration: current employment
Oct 14, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 28, 2020 to Sep 24, 2025factForm ADV

Dated events

Occurred
Sep 24, 2025
Advisor changed firm
A••••• D• P••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for O•••••• C•••••••• A•••••••• L•• (registered 2025-10-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5be10689-161e-5e82-27db-e1df800b5969
First observed: Feb 28, 2020
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.