DFX Intelligence

O••• H•••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

O••• H•••• B••••••

Advisor at I••••••••• I•••

RESTON, VA

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Search this name across graphsid dfx:ria:ca571493-903e-288f-31bb-d29a84369c2a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 7, 2016 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: I••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
I••••••••• I•••	Independent wealth	Mar 24, 2026	n/a	yes	RESTON, VA	Current employment
L••••• W••••• M••••••••• I•••	Independent wealth	Aug 24, 2023	Apr 15, 2024	no	MANASSAS, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• W••••• M••••••••• I•••	I••••••••• I•••	Apr 15, 2024	Mar 24, 2026	708	Firm change after gap	RIA to RIA
C•••••• S••••• • C••• I•••	L••••• W••••• M••••••••• I•••	Mar 16, 2022	Aug 24, 2023

Relationships

Registered with (4)

→ I••••••••• I•••Registered adviserregistration: current employment
Mar 24, 2026 to presentfactForm ADV
→ L••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 24, 2023 to Apr 15, 2024factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jul 19, 2019 to Mar 16, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Apr 15, 2024
Advisor changed firm
O••• H•••• B•••••• left L••••• W••••• M••••••••• I••• for I••••••••• I••• (registered 2026-03-24)
Form ADVobserved 7 days ago
Occurred
Mar 16, 2022
Advisor changed firm
O••• H•••• B•••••• left C•••••• S••••• • C••• I••• for L••••• W••••• M••••••••• I••• (registered 2023-08-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca571493-903e-288f-31bb-d29a84369c2a
First observed: Nov 7, 2016
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.