DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

B•••••• W•••• T••••

Advisor at O•• W••••• C•••••• M••••••••• L••

SCOTTSDALE, AZ | El Segundo, CA

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Search this name across graphsid dfx:ria:bd154cb0-aaeb-1f9b-bdac-3b58f9a72824

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 12, 2014 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••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• W••••• C•••••• M••••••••• L••	Independent wealth	Jul 1, 2024	n/a	yes	El Segundo, CA\|SCOTTSDALE, AZ	Current employment
O•• W••••• I••••••••	Independent wealth	Jul 12, 2023	Jul 31, 2024	no	BOCA RATON, FL\|El Segundo, CA\|West Hills, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•• W••••• I••••••••	O•• W••••• C•••••• M••••••••• L••	Jul 31, 2024	Jul 1, 2024	-30	Firm change	RIA to new firm
P••• A••••• S••••••••• L••	O•• W••••• I••••••••	Jun 30, 2023	Jul 12, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
46173:288030:CA:2023-06-30	Jun 30, 2023	Jul 12, 2023	EL SEGUNDO, CA	Firm change
10409:46173:CA:2018-11-30	Dec 3, 2018	Dec 18, 2018	SANTA MONICA, CA	Firm change

Relationships

Registered with (4)

→ O•• W••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ O•• W••••• I••••••••Registered adviserregistration: previous registration
Jul 12, 2023 to Jul 31, 2024factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Dec 18, 2018 to Jun 30, 2023factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Jul 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 30, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd154cb0-aaeb-1f9b-bdac-3b58f9a72824
First observed: Feb 12, 2014
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.