DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

M•••••• A••• F••••• T•••

Advisor at O•••••• F•••••••• M••••••••• L••

BEVERLY HILLS, CA

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Search this name across graphsid dfx:ria:f8d53cc7-770f-02ff-aeac-c2c6cb4e6477

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 6, 2017 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•••••••• M••••••••• L••
Current firm class: state registeredderived
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: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• F•••••••• M••••••••• L••	State registered	Jan 6, 2026	n/a	yes	BEVERLY HILLS, CA	Current employment
I••• W••••• M••••••••• L••	Independent wealth	May 30, 2018	Sep 24, 2021	no	Glen Allen, VA\|OMAHA, NE\|Beverly Hills, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••• W••••• M••••••••• L••	O•••••• F•••••••• M••••••••• L••	Sep 24, 2021	Jan 6, 2026	1,565	Firm change after gap	RIA to state RIA
O•••••• F•••••••• R••••••••• L••	I••• W••••• M••••••••• L••	May 29, 2018	May 30, 2018

Relationships

Registered with (4)

→ O•••••• F•••••••• M••••••••• L••Registered adviserregistration: current employment
Jan 6, 2026 to presentfactForm ADV
→ I••• W••••• M••••••••• L••Registered adviserregistration: previous registration
May 30, 2018 to Sep 24, 2021factForm ADV
→ O•••••• F•••••••• R••••••••• L••Registered adviserregistration: previous registration
Apr 3, 2018 to May 29, 2018factForm ADV
→ E•••••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8d53cc7-770f-02ff-aeac-c2c6cb4e6477
First observed: Sep 6, 2017
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.