DFX Intelligence

B••••• M••••••• P••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

B••••• M••••••• P••••••••

Advisor at O•••••••• C••••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:5f1015e1-8e8d-11cc-b914-03251c1a1f25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Aug 10, 2018 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B••••• M••••••• P••••••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O•••••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••• C••••••• L••	Independent wealth	May 15, 2024	n/a	yes	AUSTIN, TX	Current employment
M••••• W••••• A•••••••	Independent wealth	Aug 10, 2018	Aug 15, 2023	no	AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• W••••• A•••••••	O•••••••• C••••••• L••	Aug 15, 2023	May 15, 2024	274	Firm change	RIA to new firm

Relationships

Registered with (2)

→ O•••••••• C••••••• L••Registered adviserregistration: current employment
May 15, 2024 to presentfactForm ADV
→ M••••• W••••• A•••••••Registered adviserregistration: previous registration
Aug 10, 2018 to Aug 15, 2023factForm ADV

Dated events

Occurred
Aug 15, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f1015e1-8e8d-11cc-b914-03251c1a1f25
First observed: Aug 10, 2018
Last observed: Sep 14, 2026 9 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.