DFX Intelligence

O••• T••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

O••• T••••• M•••••

Advisor at A•••• W••••• M••••••••• G••••

PLANO, TX

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Search this name across graphsid dfx:ria:e9d6e5d4-fde2-8639-858c-ea65108cda86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2015 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: A•••• W••••• M••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• M••••••••• G••••	Independent wealth	May 15, 2023	n/a	yes	PLANO, TX	Current employment
W•••• F•••• A•••••••	Wirehouse	May 17, 2019	May 24, 2023	no	PLANO, TX\|HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A•••• W••••• M••••••••• G••••	May 24, 2023	May 15, 2023	-9	Firm change	Wirehouse to new firm
W•••• F•••• A•••••••	W•••• F•••• A•••••••	May 17, 2019	May 17, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:326006:TX:2023-05-24	May 24, 2023	May 15, 2023	HOUSTON, TX	Firm change
19616:11025:TX:2019-05-16	May 17, 2019	May 17, 2019	HOUSTON, TX	Firm change

Relationships

Registered with (3)

→ A•••• W••••• M••••••••• G••••Registered adviserregistration: current employment
May 15, 2023 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 17, 2019 to May 24, 2023factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 2, 2015 to May 17, 2019factForm ADV

Dated events

Occurred
May 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9d6e5d4-fde2-8639-858c-ea65108cda86
First observed: Oct 2, 2015
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.