T••• T•• W•••

Advisor at O•••••• C••••••• L••

PALO ALTO, 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:edad5286-4339-5c9a-98b2-a8246c64e01c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 19, 2024 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•••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• C••••••• L••	Independent wealth	Apr 22, 2026	n/a	yes	PALO ALTO, CA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 25, 2024	Apr 22, 2026	no	PALO ALTO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	O•••••• C••••••• L••	Apr 22, 2026	Apr 22, 2026	0	Firm change	Wirehouse to RIA
O•••• W•••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 2, 2024	Oct 25, 2024

Relationships

Registered with (3)

→ O•••••• C••••••• L••Registered adviserregistration: current employment
Apr 22, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 25, 2024 to Apr 22, 2026factForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Aug 19, 2024 to Oct 2, 2024factForm ADV

Dated events

Occurred
Apr 22, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Oct 2, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:edad5286-4339-5c9a-98b2-a8246c64e01c
First observed: Aug 19, 2024
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.