DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J••••• T••••• T••••••••

Advisor at O•••••• C•••••••• A•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:b7c32202-2445-d4f2-bfc1-6c5843416b5f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 10, 2015 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•••••• C•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 23, 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: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• C•••••••• A•••••••• L••	Independent wealth	Sep 25, 2025	n/a	yes	ATLANTA, GA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 1, 2022	Sep 26, 2025	no	ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	O•••••• C•••••••• A•••••••• L••	Sep 26, 2025	Sep 25, 2025	-1	Firm change	Wirehouse to new firm
E•••••• C•••••• M••••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Dec 13, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:336837:GA:2025-09-24	Sep 26, 2025	Sep 25, 2025	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ O•••••• C•••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 25, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 1, 2022 to Sep 26, 2025factForm ADV
→ E•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 8, 2016 to Dec 13, 2022factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Sep 26, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7c32202-2445-d4f2-bfc1-6c5843416b5f
First observed: Aug 10, 2015
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.