M••• D•••••

Advisor at O•••••••• W••••• P•••••••

ASPEN, CO | Denver, CO

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Search this name across graphsid dfx:ria:92f647d4-b2e1-c58a-34e1-a955bc056668

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2026 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•••••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••• W••••• P•••••••	Independent wealth	Jun 17, 2026	n/a	yes	ASPEN, CO\|Denver, CO	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 26, 2026	Apr 30, 2026	no	DENVER, CO\|LONE TREE, CO\|LONE TREE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	O•••••••• W••••• P•••••••	Apr 30, 2026	Jun 17, 2026	48	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ O•••••••• W••••• P•••••••Registered adviserregistration: current employment
Jun 17, 2026 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 26, 2026 to Apr 30, 2026factForm ADV

Dated events

Occurred
Apr 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92f647d4-b2e1-c58a-34e1-a955bc056668
First observed: Mar 26, 2026
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.