DFX Intelligence

C••• A•••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

C••• A•••••• S•••••

Advisor at O••••• W••••• G••••• L••

ORLANDO, FL

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Search this name across graphsid dfx:ria:64303cf7-5215-1fde-c1c2-9dda00f42afc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 19, 2016 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••••• W••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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••••• W••••• G••••• L••	Independent wealth	Jan 1, 2025	n/a	yes	ORLANDO, FL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Nov 17, 2021	Aug 27, 2024	no	ALTAMONTE SPRINGS, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	O••••• W••••• G••••• L••	Aug 27, 2024	Jan 1, 2025	127	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	L•• F•••••••• L••	Nov 17, 2021	Nov 17, 2021

Relationships

Registered with (4)

→ O••••• W••••• G••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Nov 17, 2021 to Aug 27, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 18, 2018 to Nov 17, 2021factForm ADV
→ E••••• J••••

Dated events

Occurred
Aug 27, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64303cf7-5215-1fde-c1c2-9dda00f42afc
First observed: Oct 19, 2016
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.