DFX Intelligence

C••••••••• T••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

C••••••••• T••• M•••••

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

HOUSTON, TX

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Search this name across graphsid dfx:ria:c6312b1d-ea9d-bd6d-3875-6224f74fdc89

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 5, 2017 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: Dec 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•• H•••••• I••••••••• S•••••••	Independent wealth	Jan 12, 2018	n/a	yes	HOUSTON, TX	Current employment
O•• H•••••• I••••••••• S•••••••	Independent wealth	Apr 5, 2017	Dec 31, 2017	no	HOUSTON, TX	Previous registration

Relationships

Registered with (1)

→ O•• H•••••• I••••••••• S•••••••Registered adviserregistration: previous registration
Apr 5, 2017 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6312b1d-ea9d-bd6d-3875-6224f74fdc89
First observed: Apr 5, 2017
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.