E••••• J• R••••

Advisor at O•• H•••••• I••••••••• S•••••••

HOUSTON, TX

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:22f55d74-d424-5850-7859-17e082247fb6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2002 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: O•• H•••••• I••••••••• S•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 2, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• H•••••• I••••••••• S•••••••	Independent wealth	Feb 25, 2020	n/a	yes	HOUSTON, TX	Current employment
E•••••• C•••••• M••••••••• L••	Former SEC adviser	Jul 17, 2019	Jan 28, 2020	no	ARLINGTON, VA\|HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• C•••••• M••••••••• L••	O•• H•••••• I••••••••• S•••••••	Jan 28, 2020	Feb 25, 2020	28	Firm change	RIA to RIA
E•••••• F•••••••• E••••••	E•••••• C•••••• M••••••••• L••	Jul 16, 2019	Jul 17, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
5393:113299:TX:2016-08-12	Aug 15, 2016	Aug 8, 2016	HOUSTON, TX	Firm change

Relationships

Registered with (10)

→ O•• H•••••• I••••••••• S•••••••Registered adviserregistration: current employment
Feb 25, 2020 to presentfactForm ADV
→ E•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 17, 2019 to Jan 28, 2020factForm ADV
→ E•••••• F•••••••• E••••••Registered adviserregistration: previous registration
Nov 1, 2018 to Jul 16, 2019factForm ADV
→ E•••••• F•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22f55d74-d424-5850-7859-17e082247fb6
First observed: Dec 2, 2002
Last observed: Sep 14, 2026 8 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.