DFX Intelligence

T••••• R• W•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

T••••• R• W•••

Advisor at O•••• W•••••• I•••

MORGANTOWN, WV

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Search this name across graphsid dfx:ria:f3290816-f245-7103-241a-96009caae40d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2016 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•••• W•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Sep 2, 2025	n/a	yes	MORGANTOWN, WV	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jul 27, 2020	Sep 2, 2025	no	Morgantown, WV	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	O•••• W•••••• I•••	Sep 2, 2025	Sep 2, 2025	0	Firm change	Ibd to ibd
M•• I•••••••• S•••••••• L••	C••••••••• F•••••••• N••••••	Aug 4, 2020	Jul 27, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
8032:23131:WV:2025-09-02	Sep 2, 2025	Sep 2, 2025	MORGANTOWN, WV	Firm change
10409:8032:WV:2020-08-04	Aug 4, 2020	Jul 27, 2020	MORGANTOWN, WV	Firm change

Relationships

Registered with (5)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jul 27, 2020 to Sep 2, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 19, 2019 to Aug 4, 2020factForm ADV
→ F•••• C•••••• A••••••• S•••••••

Dated events

Occurred
Sep 2, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3290816-f245-7103-241a-96009caae40d
First observed: Oct 26, 2016
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.