DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant17 years in industry

SAMUEL HOWARD ABRAHAM

Advisor at QUALIFIED PLANNING

Pittsburgh, PA | SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4a714f4-8825-c846-218a-8d7dcac55192

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 15, 2012 to Sep 15, 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: QUALIFIED PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65
First exam: Jan 26, 2012
First registration: Feb 15, 2012
Dual registered: no
Other names: SAM ABRAHAM
IAPD individual key: 6029665

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
QUALIFIED PLANNING	State registered	Nov 25, 2019	n/a	yes	Pittsburgh, PA\|SAN DIEGO, CA	Current employment
QUALIFIED PLANNING	n/a	Nov 9, 2016	Dec 11, 2019	no	Pittsburgh, PA\|SAN DIEGO, CA	Previous registration
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Former SEC adviser	Apr 20, 2015	Jan 4, 2017	no	PITTSBURGH, PA\|PETALUMA, CA	Previous registration
HIGH STREET ASSET MANAGEMENT, LLC	n/a	Feb 15, 2012	Apr 16, 2015	no	CRANBERRY, PA\|HOT SPRINGS, AR	Previous registration

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
QUALIFIED PLANNING	QUALIFIED PLANNING	Dec 11, 2019	Nov 25, 2019	-16	Firm change	Other
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	QUALIFIED PLANNING	Jan 4, 2017	Nov 9, 2016	-56	Firm change after gap	Other
HIGH STREET ASSET MANAGEMENT, LLC	ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Apr 16, 2015	Apr 20, 2015	4	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
152546:304788:CA:2019-12-11	Dec 11, 2019	Nov 25, 2019	SAN DIEGO, CA	Firm change
154981:162143:AR:2015-04-16	Apr 16, 2015	Apr 20, 2015	HOT SPRINGS, AR	Firm change

Relationships

Registered with (4)

→ QUALIFIED PLANNINGRegistered adviserregistration: current employment
Nov 25, 2019 to presentfactForm ADV
→ QUALIFIED PLANNINGRegistered adviserregistration: previous registration
Nov 9, 2016 to Dec 11, 2019factForm ADV
→ ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 20, 2015 to Jan 4, 2017factForm ADV
→ HIGH STREET ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 15, 2012 to Apr 16, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4a714f4-8825-c846-218a-8d7dcac55192
First observed: Feb 15, 2012
Last observed: Sep 15, 2026 4 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.

SAMUEL HOWARD ABRAHAM

Advisor at QUALIFIED PLANNING

Pittsburgh, PA | SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4a714f4-8825-c846-218a-8d7dcac55192

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

QUALIFIED PLANNING

State registered

Nov 25, 2019

n/a

yes

Pittsburgh, PA|SAN DIEGO, CA

Current employment

QUALIFIED PLANNING

n/a

Nov 9, 2016

Dec 11, 2019

Pittsburgh, PA|SAN DIEGO, CA

Previous registration

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

Former SEC adviser

Apr 20, 2015

Jan 4, 2017

PITTSBURGH, PA|PETALUMA, CA

Previous registration

HIGH STREET ASSET MANAGEMENT, LLC

n/a

Feb 15, 2012

Apr 16, 2015

CRANBERRY, PA|HOT SPRINGS, AR

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

QUALIFIED PLANNING

Dec 11, 2019

Nov 25, 2019

-16

Firm change

Other

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

QUALIFIED PLANNING

Jan 4, 2017

Nov 9, 2016

-56

Firm change after gap

Other

HIGH STREET ASSET MANAGEMENT, LLC

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

Apr 16, 2015

Apr 20, 2015

Firm change

Other

Team

Left

Joined

From

Kind

152546:304788:CA:2019-12-11

Dec 11, 2019

Nov 25, 2019

SAN DIEGO, CA

Firm change

154981:162143:AR:2015-04-16

Apr 16, 2015

Apr 20, 2015

HOT SPRINGS, AR

Firm change