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.

Current firm

OMNI 360 WEALTH, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Oct 22, 2015

First registration

Jan 14, 2016

Dual registered

no

Other names

Neel Shah

IAPD individual key

6594688

• Occurred

  Jan 3, 2024
  Advisor changed firm

  Neel Girish Shah left Beacon Wealth Solutions Llc for Omni 360 Wealth, Inc. (registered 2023-11-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:04b7aa31-5e5a-89bd-8c72-7da6d2b36abd

First observed

Jan 14, 2016

Last observed

Sep 14, 2026 7 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.