DFX Intelligence

T••• C••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

T••• C••••• B•••••

Advisor at O•••• P••• A•••••••• L••

MANHATTAN BEACH, CA

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Search this name across graphsid dfx:ria:a495878f-3e0d-9704-3949-44f4cc63bd71

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 22, 2001 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•••• P••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 3, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• P••• A•••••••• L••	I•••••••••_WEALTH	Apr 29, 2026	n/a	yes	MANHATTAN BEACH, CA	Current employment
O•••• P••• A•••••••• L••	I•••••••••_WEALTH	Feb 10, 2026	Feb 17, 2026	no	MANHATTAN BEACH, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• I•••••••••	O•••• P••• A•••••••• L••	May 1, 2026	Feb 10, 2026	-80	Firm change after gap	RIA to new firm
A••••••••• L••	M•••••• I•••••••••	Mar 30, 2022	Sep 1, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
305418:338933:CA:2026-05-01	May 1, 2026	Feb 10, 2026	MANHATTAN BEACH, CA	Firm change after gap

Relationships

Registered with (6)

→ O•••• P••• A•••••••• L••Registered adviserregistration: previous registration
Feb 10, 2026 to Feb 17, 2026factForm ADV
→ M•••••• I•••••••••Registered adviserregistration: previous registration
Sep 1, 2021 to May 1, 2026factForm ADV
→ A••••••••• L••Registered adviserregistration: previous registration
Jan 17, 2017 to Mar 30, 2022factForm ADV
→ W••••• G••••

Dated events

Occurred
May 1, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a495878f-3e0d-9704-3949-44f4cc63bd71
First observed: Feb 22, 2001
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.