DFX Intelligence

P•••••• M•••••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

P•••••• M•••••• G••••

Advisor at L•••••• O•• I••••••••• M•••••••••

L••••••VILLE, IL | Fremont, UT

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Search this name across graphsid dfx:ria:96816f77-265a-f108-cb83-3605cdb1194f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 31, 2022 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: L•••••• O•• I••••••••• M•••••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Apr 15, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••••• O•• I••••••••• M•••••••••	Asset manager	Oct 17, 2025	n/a	yes	Fremont, UT\|L••••••VILLE, IL	Current employment
O•••• P•••••••• S••••••••• L••	Bd affiliated wealth	Jan 17, 2023	May 8, 2025	no	OMAHA, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• P•••••••• S••••••••• L••	L•••••• O•• I••••••••• M•••••••••	May 8, 2025	Oct 17, 2025	162	Firm change	Other
O•••• P•••••••• S••••••••• L••	O•••• P•••••••• S••••••••• L••	Jan 6, 2023	Jan 17, 2023

Relationships

Registered with (3)

→ L•••••• O•• I••••••••• M•••••••••Registered adviserregistration: current employment
Oct 17, 2025 to presentfactForm ADV
→ O•••• P•••••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 17, 2023 to May 8, 2025factForm ADV
→ O•••• P•••••••• S••••••••• L••Registered adviserregistration: previous registration
Aug 31, 2022 to Jan 6, 2023factForm ADV

Dated events

Occurred
May 8, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96816f77-265a-f108-cb83-3605cdb1194f
First observed: Aug 31, 2022
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.