I•••• C••

Advisor at O•••• I••••••••• I•••

Atlanta, GA | MERIDEN, CT

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Search this name across graphsid dfx:ria:c285d534-b2b1-90fc-2cf8-518335f8b07a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 19, 2025 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•••• I••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• I••••••••• I•••	Bd affiliated wealth	May 28, 2026	n/a	yes	MERIDEN, CT\|Atlanta, GA	Current employment
E•••••••• A•••••••• L••	National bd RIA	Aug 19, 2025	Aug 22, 2025	no	Dacula, GA\|ATLANTA, GA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	O•••• I••••••••• I•••	Aug 22, 2025	May 28, 2026	279	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ O•••• I••••••••• I•••Registered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 19, 2025 to Aug 22, 2025factForm ADV

Dated events

Occurred
Aug 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c285d534-b2b1-90fc-2cf8-518335f8b07a
First observed: Aug 19, 2025
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.