DFX Intelligence

L•••• T••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

L•••• T••• C••••••

Advisor at O•• L••• A•••••••

CENTERVILLE, UT | Idaho Falls, ID

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2017 to Sep 15, 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•• L••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• L••• A•••••••	Independent wealth	Mar 2, 2018	n/a	yes	CENTERVILLE, UT\|Idaho Falls, ID	Current employment
W•••••• • R•••	Former SEC adviser	Mar 7, 2017	Feb 23, 2018	no	IDAHO FALLS, ID\|SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	O•• L••• A•••••••	Feb 23, 2018	Mar 2, 2018	7	Firm change	Other

Relationships

Registered with (2)

→ O•• L••• A•••••••Registered adviserregistration: current employment
Mar 2, 2018 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Mar 7, 2017 to Feb 23, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 7, 2017
Last observed: Sep 15, 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.