DFX Intelligence

T••• R••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

T••• R••••• S•••••

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

HOUSTON, TX

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Search this name across graphsid dfx:ria:e3cf6584-b213-79c6-5402-a254f25594a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 3, 2014 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: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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	Dec 3, 2014	Dec 31, 2017	no	THE WOODLANDS, TX\|SUGAR LAND, TX\|HOUSTON, TX\|KATY, TX\|LEAGUE CITY, TX\|HOUSTON, TX\|HOUSTON, TX

Relationships

Registered with (1)

→ O•• H•••••• I••••••••• S•••••••Registered adviserregistration: previous registration
Dec 3, 2014 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3cf6584-b213-79c6-5402-a254f25594a2
First observed: Dec 3, 2014
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.