A••• O•••

Advisor at O•••• F••••• W•••••• L••

AVENTURA, FL

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Search this name across graphs

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

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Feb 7, 2018 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

A••• O•••

Family principal · Key CRD individual

Real Estate Fundsidentity

A••• O•••

Real estate principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O•••• F••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• F••••• W•••••• L••	Independent wealth	Sep 25, 2018	n/a	yes	AVENTURA, FL	Current employment
F••• O••• A••••••• L••	n/a	Feb 7, 2018	Aug 22, 2018	no	N. Miami Beach, FL\|N. MIAMI BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••• O••• A••••••• L••	O•••• F••••• W•••••• L••	Aug 22, 2018	Sep 25, 2018	34	Firm change	Other

Relationships

Registered with (2)

→ O•••• F••••• W•••••• L••Registered adviserregistration: current employment
Sep 25, 2018 to presentfactForm ADV
→ F••• O••• A••••••• L••Registered adviserregistration: previous registration
Feb 7, 2018 to Aug 22, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 7, 2018
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.