DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

H•••••• O•••••• F••••••••

B••••• P••••• A•••••••• L••independent RIASkokie, Il IA-onlyIAPD 2135206

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as H•••••• Renee Oneill

At current firm

3 y

since Jan 30, 2023

In the industry

35 y

since Apr 15, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B••••• P••••• A•••••••• L•• independent RIA current
since Jan 30, 2023 · Skokie, Il
S•••••••• F•••••••• D••••••• I••• former
May 30, 2018 to Jul 3, 2019 · Bloomfield Hills, Mi
M••••••• F•••••••• A••••••• C••••••••• unclassified
Jun 4, 2010 to Jun 25, 2020 · Bloomfield Hills, Mi
F•• S••••••••• C••••••••• former
Nov 13, 2006 to Jan 9, 2023 · Bloomfield Hills, Mi

Moves

a registration end followed by a registration begin elsewhere

F•• S••••••••• C••••••••• to M••••••• F•••••••• A••••••• C•••••••••
left Jan 9, 2023, registered Jun 4, 2010 (-4602 days) · Other
M••••••• F•••••••• A••••••• C••••••••• to S•••••••• F•••••••• D••••••• I•••
left Jun 25, 2020, registered May 30, 2018 (-757 days) · Other
S•••••••• F•••••••• D••••••• I••• to B••••• P••••• A•••••••• L••
left Jul 3, 2019, registered Jan 30, 2023 (1307 days) · Other

Signals

H•••••• O•••••• F•••••••• left F•• S••••••••• C••••••••• for M••••••• F•••••••• A••••••• C••••••••• (registered 2010-06-04)
Jan 9, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address