A••• C•••• W•••

Advisor at O••••• F•••••••• G••••• L••

CARMEL, IN

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:d8329176-fe9e-6985-af85-f8936f9bec47

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 2, 2018 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••••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 22, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••• F•••••••• G••••• L••	Independent wealth	Jul 29, 2022	n/a	yes	CARMEL, IN	Current employment
H••••••••• F•••••••• A•••••••	Bd affiliated wealth	Apr 30, 2021	Jun 6, 2022	no	CARMEL, IN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• F•••••••• A•••••••	O••••• F•••••••• G••••• L••	Jun 6, 2022	Jul 29, 2022	53	Firm change	Ibd to RIA
A••••• A•• P••••••• S•••••••	H••••••••• F•••••••• A•••••••	Nov 13, 2020	Apr 30, 2021

Relationships

Registered with (3)

→ O••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Jul 29, 2022 to presentfactForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Apr 30, 2021 to Jun 6, 2022factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Feb 2, 2018 to Nov 13, 2020factForm ADV

Dated events

Occurred
Jun 6, 2022
Advisor changed firm
A••• C•••• W••• left H••••••••• F•••••••• A••••••• for O••••• F•••••••• G••••• L•• (registered 2022-07-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8329176-fe9e-6985-af85-f8936f9bec47
First observed: Feb 2, 2018
Last observed: Sep 14, 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.