DFX Intelligence

A••••• M••• N•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

A••••• M••• N•••••••••

Advisor at O•••••• A••••••• L••

MILWAUKEE, WI

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Search this name across graphsid dfx:ria:717da954-b168-19e0-d37a-4ed15800a74c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Aug 10, 2017 to Sep 14, 2026

Across DFX

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

Private Equityidentity

A••••• M••• N•••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: O•••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• A••••••• L••	Independent wealth	Jul 6, 2023	n/a	yes	MILWAUKEE, WI	Current employment
A•••• W••••• M••••••••• L••	Independent wealth	Aug 10, 2017	Oct 23, 2019	no	BROOKFIELD, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• W••••• M••••••••• L••	O•••••• A••••••• L••	Oct 23, 2019	Jul 6, 2023	1,352	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ O•••••• A••••••• L••Registered adviserregistration: current employment
Jul 6, 2023 to presentfactForm ADV
→ A•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 10, 2017 to Oct 23, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:717da954-b168-19e0-d37a-4ed15800a74c
First observed: Aug 10, 2017
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.