DFX Intelligence

S••••• D••• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

S••••• D••• A•••••

Advisor at O••••••• A••••••• S••••••• L••

Spring Hill, TN

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Search this name across graphsid dfx:ria:a0bc224c-df3d-7de0-95cb-d20b5d630d86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 23, 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••••••• A••••••• S••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• A••••••• S••••••• L••	Independent wealth	Jan 5, 2021	n/a	yes	Spring Hill, TN	Current employment
O••••••• A••••••• S••••••• L••	Independent wealth	May 31, 2019	Dec 31, 2020	no	Spring Hill, TN\|Spring hill, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• C•••••• M••••••••• L••	O••••••• A••••••• S••••••• L••	Jun 3, 2019	May 31, 2019	-3	Firm change	RIA to new firm
F•••• A••••••• N•••••••• L••	V••••• C•••••• M••••••••• L••	Feb 1, 2017	Feb 7, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
167816:301764:TN:2019-06-03	Jun 3, 2019	May 31, 2019	SPRING HILL, TN	Firm change

Relationships

Registered with (3)

→ O••••••• A••••••• S••••••• L••Registered adviserregistration: previous registration
May 31, 2019 to Dec 31, 2020factForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 7, 2017 to Jun 3, 2019factForm ADV
→ F•••• A••••••• N•••••••• L••Registered adviserregistration: previous registration
Jul 23, 2014 to Feb 1, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0bc224c-df3d-7de0-95cb-d20b5d630d86
First observed: Jul 23, 2014
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.