DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner11 years in industry

CAMILLE JOANNE BOUVET

Advisor at OATH PLANNING, LLC

TULSA, OK | San Diego, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:140dcc48-88ae-2ecd-1e83-04aa51e835a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jun 3, 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: OATH PLANNING, LLC
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: Jun 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: 5
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 29, 2018
First registration: Jun 3, 2017
Dual registered: no
IAPD individual key: 6357464

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OATH PLANNING, LLC	Independent wealth	Feb 10, 2026	n/a	yes	TULSA, OK\|San Diego, CA	Current employment
ROOT FINANCIAL PARTNERS	Independent wealth	Apr 21, 2025	Sep 11, 2025	no	San Diego, CA\|AUSTIN, TX	Previous registration
ALDRICH WEALTH LP	Independent wealth	Feb 7, 2024	Jan 22, 2025	no	LAKE OSWEGO, OR\|San Diego, CA	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Dec 6, 2021	Feb 2, 2024	no	Santa Monica, CA\|SARASOTA, FL	Previous registration
NEWFRONT RETIREMENT SERVICES, INC.	Institutional manager	Feb 6, 2018	Oct 22, 2021	no	San Francisco, CA\|SAN MATEO, CA\|SAN FRANCISCO, CA	Previous registration
YESKE BUIE INC.	Independent wealth	Jun 3, 2017	Sep 29, 2017	no	San Francisco, CA\|VIENNA, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROOT FINANCIAL PARTNERS	OATH PLANNING, LLC	Sep 11, 2025	Feb 10, 2026	152	Firm change	RIA to RIA
ALDRICH WEALTH LP	ROOT FINANCIAL PARTNERS	Jan 22, 2025	Apr 21, 2025	89	Firm change	RIA to RIA
ORIGIN INVESTMENT ADVISORY LLC	ALDRICH WEALTH LP	Feb 2, 2024	Feb 7, 2024	5	Firm change	RIA to RIA
NEWFRONT RETIREMENT SERVICES, INC.	ORIGIN INVESTMENT ADVISORY LLC	Oct 22, 2021	Dec 6, 2021	45	Firm change	Other
YESKE BUIE INC.	NEWFRONT RETIREMENT SERVICES, INC.	Sep 29, 2017	Feb 6, 2018	130	Firm change	Other

Relationships

Registered with (6)

→ OATH PLANNING, LLCRegistered adviserregistration: current employment
Feb 10, 2026 to presentfactForm ADV
→ ROOT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Apr 21, 2025 to Sep 11, 2025factForm ADV
→ ALDRICH WEALTH LPRegistered adviserregistration: previous registration
Feb 7, 2024 to Jan 22, 2025factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Dec 6, 2021 to Feb 2, 2024factForm ADV
→ NEWFRONT RETIREMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 6, 2018 to Oct 22, 2021factForm ADV
→ YESKE BUIE INC.Registered adviserregistration: previous registration
Jun 3, 2017 to Sep 29, 2017factForm ADV

Dated events

Occurred
Sep 11, 2025
Advisor changed firm
Camille Joanne Bouvet left Root Financial Partners for Oath Planning, Llc (registered 2026-02-10)
Form ADVobserved 4 days ago
Occurred
Jan 22, 2025
Advisor changed firm
Camille Joanne Bouvet left Aldrich Wealth Lp for Root Financial Partners (registered 2025-04-21)
Form ADVobserved 4 days ago
Occurred
Feb 2, 2024
Advisor changed firm
Camille Joanne Bouvet left Origin Investment Advisory Llc for Aldrich Wealth Lp (registered 2024-02-07)
Form ADVobserved 4 days ago