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

SHP WEALTH MANAGEMENT, LLC

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

Oct 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Jan 3, 2023

Dual registered

no

Other names

ALINA O LEON

IAPD individual key

7649098

• Occurred

  Dec 17, 2024
  Advisor changed firm

  Alina Osokhovska left Crestwood Advisors for Shp Wealth Management, Llc (registered 2025-03-24)

  Form ADVobserved 4 days ago
• Occurred

  Mar 13, 2023
  Advisor changed firm

  Alina Osokhovska left Beacon Financial Planning, Inc for Crestwood Advisors (registered 2023-03-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7d13a672-b94b-8b15-6221-d8a01af4cc37

First observed

Jan 3, 2023

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.