DFX Intelligence

S•••• R••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor18 years in industry

S•••• R••• H•••••

Advisor at O•••••••••

••• Locked

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:66c44198-8020-ddd8-6a19-46e967c5f44c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 9, 2008 to Sep 15, 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•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: May 14, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Jul 2, 2026	n/a	yes	HAYMARKET, VA\|MANASSAS, VA\|OVERLAND PARK, KS	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 29, 2023	Jul 7, 2026	no	Baltimore, MD\|STAFFORD, VA\|Haymarket, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	O•••••••••	Jul 7, 2026	Jul 2, 2026	-5	Firm change	Other
C••••• A•••••• N••••••• L••	C••••• I••••••••• A••••••• L••	Jun 29, 2023	Jun 29, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:106766:VA:2026-07-07	Jul 7, 2026	Jul 2, 2026	HAYMARKET, VA	Firm change
2882:13572:CT:2021-06-09	Jun 9, 2021	Jun 9, 2021	WINDSOR, CT	Firm change

Relationships

Registered with (4)

→ O•••••••••Registered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Jul 7, 2026factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Jun 9, 2021 to Jun 29, 2023factForm ADV
→ V••• F•••••••• A•••••••• I•••

Dated events

Occurred
Jul 7, 2026
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66c44198-8020-ddd8-6a19-46e967c5f44c
First observed: Jun 9, 2008
Last observed: Sep 15, 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.