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C••••• E•••••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

C••••• E•••••••• H•••

Advisor at O•••• A••••••• S•••••••• L••

Vienna, VA | ATLANTA, GA

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Search this name across graphsid dfx:ria:702651e4-97d4-24a7-b8c8-49f73f693ab8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 11, 2009 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•••• A••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• A••••••• S•••••••• L••	Bd affiliated wealth	May 6, 2019	n/a	yes	ATLANTA, GA\|Vienna, VA	Current employment
S•••• W••••• M••••••••• L••	Bd affiliated wealth	Jun 11, 2009	May 14, 2019	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• W••••• M••••••••• L••	O•••• A••••••• S•••••••• L••	May 14, 2019	May 6, 2019	-8	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
113908:171070:VA:2019-05-14	May 14, 2019	May 6, 2019	MCLEAN, VA	Firm change

Relationships

Registered with (2)

→ O•••• A••••••• S•••••••• L••Registered adviserregistration: current employment
May 6, 2019 to presentfactForm ADV
→ S•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 11, 2009 to May 14, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:702651e4-97d4-24a7-b8c8-49f73f693ab8
First observed: Jun 11, 2009
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.