A•••••••• R••••

Advisor at O•••• F•••••••• A••••••• L••

MIAMI, FL

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:61ff888c-8937-5393-8213-5d821ab7eef5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 30, 2006 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•••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 28, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• F•••••••• A••••••• L••	State registered	Jan 1, 2025	n/a	yes	MIAMI, FL	Current employment
E•• C•••••• A••••••• I•••	Former SEC adviser	Aug 26, 2016	Apr 20, 2018	no	KEY BISCAYNE, FL\|MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• C•••••• A••••••• I•••	O•••• F•••••••• A••••••• L••	Apr 20, 2018	Jan 1, 2025	2,448	Firm change after gap	RIA to state RIA
E•• C•••••• A••••••• L••	E•• C•••••• A••••••• I•••	Nov 10, 2014	Aug 26, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
112224:291950:FL:2018-04-20	Apr 20, 2018	Jan 1, 2025	MIAMI, FL	Firm change after gap

Relationships

Registered with (4)

→ O•••• F•••••••• A••••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ E•• C•••••• A••••••• I•••Registered adviserregistration: previous registration
Aug 26, 2016 to Apr 20, 2018factForm ADV
→ E•• C•••••• A••••••• L••Registered adviserregistration: previous registration
Nov 10, 2009 to Nov 10, 2014factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61ff888c-8937-5393-8213-5d821ab7eef5
First observed: Nov 30, 2006
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.