J••• T••••• N••

Advisor at O•• A•••• M••••••••• L••

Westlake Village, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d258ee15-06e0-17c7-4cf3-f90185fc8188

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 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•• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 9, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• A•••• M••••••••• L••	Independent wealth	May 8, 2017	n/a	yes	Westlake Village, CA	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 16, 2004	May 9, 2017	no	WESTLAKE VILLAGE, CA\|WESTLAKE VILLAGE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	O•• A•••• M••••••••• L••	May 9, 2017	May 8, 2017	-1	Firm change	Wirehouse to new firm
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Apr 1, 2004	Apr 16, 2004

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:287856:CA:2017-05-09	May 9, 2017	May 8, 2017	WESTLAKE VILLAGE, CA	Firm change

Relationships

Registered with (3)

→ O•• A•••• M••••••••• L••Registered adviserregistration: current employment
May 8, 2017 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 16, 2004 to May 9, 2017factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jul 8, 1997 to Apr 1, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d258ee15-06e0-17c7-4cf3-f90185fc8188
First observed: Jul 8, 1997
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.