DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

O••• Y••••••

W•••• F•••• A•••••••wirehouseEl Segundo, Cadual registrantIAPD 5913397

Feed of 09/14/2026

Also filed as Orian Yaccobe

At current firm

1 y

since Jul 11, 2025

In the industry

19 y

since Aug 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Jul 11, 2025 · El Segundo, Ca
S•••••••• A••••••• L•• national BD
Mar 31, 2025 to Jul 17, 2025 · Los Angeles, Ca
F••••••• P••••••• A•• W•••••••• A••••••• former
Jun 27, 2024 to Mar 31, 2025 · Los Angeles, Ca
C•••••••• G••••• M•••••• I••• BD affiliated
Feb 12, 2019 to Jun 13, 2024 · Newbury Park, Ca

Moves

a registration end followed by a registration begin elsewhere

S•••••••• A••••••• L•• to W•••• F•••• A•••••••
left Jul 17, 2025, registered Jul 11, 2025 (-6 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
C•••••••• G••••• M•••••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jun 13, 2024, registered Jun 27, 2024 (14 days) · Affiliated broker-dealer or bank to another

Signals

O••• Y•••••• left S•••••••• A••••••• L•• for W•••• F•••• A••••••• (registered 2025-07-11)
Jul 17, 2025 · Advisor changed firm · fact
O••• Y•••••• left C•••••••• G••••• M•••••• I••• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2024-06-27)
Jun 13, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address