DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

K•••• A•••••• D••••••••

Advisor at O•• • O•• W••••• M••••••••• L••

JUPITER, FL

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Search this name across graphsid dfx:ria:760f539a-a757-8e9e-938c-27a6f15a91cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 13, 2007 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•• • O•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 13, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• • O•• W••••• M••••••••• L••	Independent wealth	Nov 13, 2020	n/a	yes	JUPITER, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Apr 17, 2013	Nov 16, 2020	no	WEST PALM BEACH, FL\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	O•• • O•• W••••• M••••••••• L••	Nov 16, 2020	Nov 13, 2020	-3	Firm change	Ibd to new firm
C•••••••• G••••• M•••••• I•••	R•••••• J•••• • A••••••••• I•••	Aug 7, 2008	Apr 17, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:310906:FL:2020-11-16	Nov 16, 2020	Nov 13, 2020	PALM BEACH GARDENS, FL	Firm change

Relationships

Registered with (3)

→ O•• • O•• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 13, 2020 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Apr 17, 2013 to Nov 16, 2020factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jun 13, 2007 to Aug 7, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:760f539a-a757-8e9e-938c-27a6f15a91cc
First observed: Jun 13, 2007
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.