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

EQ WEALTH MANAGEMENT

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

Mar 30, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Mar 30, 2011

First registration

Apr 6, 2011

Dual registered

no

Other names

COURTNEY MICHELLE O'KELLY|COURTNEY MICHELLE O'KELLY

IAPD individual key

5470220

• Occurred

  May 31, 2024
  Advisor changed firm

  Courtney O'Kelly Hanrahan left Capital Planning, Llc for Eq Wealth Management (registered 2024-06-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:22f002f5-8a24-8a61-838b-aca233ede9db

First observed

Apr 6, 2011

Last observed

Sep 14, 2026 5 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.