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

OPUS FINANCIAL ADVISORS, INC.

Current firm class

state registeredderived

Book size

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

Industry start

Feb 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 5, 2023

First registration

Jan 11, 2024

Dual registered

yes, broker-dealer

Other names

Lisa Ann Hall

IAPD individual key

7265444

• Occurred

  Jun 25, 2024
  Advisor changed firm

  Lisa Hall Fox left Osaic Wealth, Inc. for Opus Financial Advisors, Inc. (registered 2024-07-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:21bf4668-f772-6d49-130f-c7906efc8ea3

First observed

Jan 11, 2024

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.