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

OMC FINANCIAL SERVICES LTD

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, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Current registrations

2

Registered states

2

Exams

S65

First exam

Oct 14, 2022

Dual registered

no

IAPD individual key

7689738

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cdc0b042-1046-df7d-1650-22bf7a08094e

First observed

Oct 1, 2016

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.