DFX Intelligence

J••• C•••••• C•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

J••• C•••••• C•••••••••

Advisor at O•• A•••••••• L••

BLUFFTON, SC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 4, 2003 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•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• A•••••••• L••	Independent wealth	Oct 24, 2005	n/a	yes	BLUFFTON, SC	Current employment
M••••••• F•••• • A••••••••• I•••	n/a	Jun 4, 2003	Nov 30, 2005	no	BLUFFTON, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• F•••• • A••••••••• I•••	O•• A•••••••• L••	Nov 30, 2005	Oct 24, 2005	-37	Firm change after gap	Other

Relationships

Registered with (2)

→ O•• A•••••••• L••Registered adviserregistration: current employment
Oct 24, 2005 to presentfactForm ADV
→ M••••••• F•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jun 4, 2003 to Nov 30, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 4, 2003
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.