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

OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT

Current firm class

no raum reportedderived

Book size

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

Industry start

Aug 1, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Aug 3, 2000

First registration

Sep 14, 2010

Dual registered

no

IAPD individual key

4215716

• Occurred

  Jul 27, 2026
  Advisor changed firm

  Scott Michael Goldberg left Equity Planning Group, Inc. for Oxford Harriman Private Wealth Management (registered 2026-07-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2ff75d1d-6c6c-0b96-7809-39d4c84ee8d1

First observed

Sep 14, 2010

Last observed

Sep 14, 2026 6 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.