DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

A••••• J••••• K•••••

Advisor at O•• W••••• M••• L••

Omaha, NE | LAS VEGAS, NV

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:85313660-7743-5bba-a71f-f90a0899e5b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jan 7, 2014 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••••• M••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• W••••• M••• L••	Independent wealth	Apr 14, 2025	n/a	yes	LAS VEGAS, NV\|Omaha, NE	Current employment
A•••••• S•••• W••••• M••••••••• L••	Independent wealth	Oct 30, 2024	Apr 1, 2025	no	VANCOUVER, WA\|Omaha, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• S•••• W••••• M••••••••• L••	O•• W••••• M••• L••	Apr 1, 2025	Apr 14, 2025	13	Firm change	RIA to RIA
S•••••• P•••••••• L••	A•••••• S•••• W••••• M••••••••• L••	Oct 22, 2024	Oct 30, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
160381:307997:NE:2024-10-22	Oct 22, 2024	Oct 30, 2024	OMAHA, NE	Firm change

Relationships

Registered with (6)

→ O•• W••••• M••• L••Registered adviserregistration: current employment
Apr 14, 2025 to presentfactForm ADV
→ A•••••• S•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 30, 2024 to Apr 1, 2025factForm ADV
→ S•••••• P•••••••• L••Registered adviserregistration: previous registration
Aug 22, 2022 to Oct 22, 2024factForm ADV
→ A••••••••• F•••••••• A••••••• I•••

Dated events

Occurred
Apr 1, 2025
A•••••• firm change
A••••• J••••• K••••• left A•••••• S•••• W••••• M••••••••• L•• for O•• W••••• M••• L•• (registered 2025-04-14)
Form ADVobserved 7 days ago
Occurred
Oct 22, 2024
A•••••• firm change
A••••• J••••• K••••• left S•••••• P•••••••• L•• for A•••••• S•••• W••••• M••••••••• L•• (registered 2024-10-30)
Form ADVobserved 7 days ago
Occurred
Jun 15, 2022
A•••••• firm change
A••••• J••••• K••••• left A••••••••• F•••••••• A••••••• I••• for S•••••• P•••••••• L•• (registered 2022-08-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85313660-7743-5bba-a71f-f90a0899e5b8
First observed: Jan 7, 2014
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.