P••• O•••••

Advisor at O••• F•••••••• L••

CENTENNIAL, CO

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:898875e2-faf7-1a19-2be0-69022ee5457a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 13, 2019 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••• F•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••• F•••••••• L••	State registered	Sep 17, 2025	n/a	yes	CENTENNIAL, CO	Current employment
N•••••••• A•••• M•••••••••	Independent wealth	Mar 17, 2021	Feb 17, 2023	no	Centennial, CO\|MERCER ISLAND, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• A•••• M•••••••••	O••• F•••••••• L••	Feb 17, 2023	Sep 17, 2025	943	Firm change after gap	RIA to state RIA
O•••••••••	N•••••••• A•••• M•••••••••	Mar 12, 2021	Mar 17, 2021

Relationships

Registered with (3)

→ O••• F•••••••• L••Registered adviserregistration: current employment
Sep 17, 2025 to presentfactForm ADV
→ N•••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Mar 17, 2021 to Feb 17, 2023factForm ADV
→ O•••••••••Registered adviserregistration: previous registration
May 13, 2019 to Mar 12, 2021factForm ADV

Dated events

Occurred
Feb 17, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:898875e2-faf7-1a19-2be0-69022ee5457a
First observed: May 13, 2019
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.