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• S••••

M••••• S••••••wirehouseNashville, Tndual registrantIAPD 6107974

Certified Financial Planner

Feed of 09/14/2026

Also filed as Hannah Olive Sledd

At current firm

1 y

since Apr 14, 2025

In the industry

13 y

since Nov 30, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse current
since Apr 14, 2025 · Nashville, Tn
W•••• F•••• A••••••• wirehouse
Sep 30, 2024 to Feb 19, 2025 · St. Louis, Mo
M••••• S•••••• wirehouse
Aug 4, 2022 to Sep 24, 2024 · Nashville, Tn
P•••• F•••• W••••• A•••••••• L•• independent RIA
Feb 17, 2022 to Oct 13, 2022 · Atlanta, Ga
P•••••••• S••••••••• I••• BD affiliated
Nov 15, 2021 to Feb 9, 2022 · Brentwood, Tn
C•••••• A••••••• BD affiliated
Jul 18, 2019 to Jul 26, 2021 · Independence, Oh
L•••••• I••••••••• independent RIA
Jul 18, 2019 to Jul 26, 2021 · Huntsville, Al
J••• M••••• S••••••••• L•• wirehouse
Jun 3, 2014 to Oct 5, 2017 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to M••••• S••••••
left Feb 19, 2025, registered Apr 14, 2025 (54 days) · Wirehouse to wirehouse
M••••• S•••••• to W•••• F•••• A•••••••
left Sep 24, 2024, registered Sep 30, 2024 (6 days) · Wirehouse to wirehouse
P•••• F•••• W••••• A•••••••• L•• to M••••• S••••••
left Oct 13, 2022, registered Aug 4, 2022 (-70 days) · RIA to wirehouse
P•••••••• S••••••••• I••• to P•••• F•••• W••••• A•••••••• L••
left Feb 9, 2022, registered Feb 17, 2022 (8 days) · Affiliated broker-dealer or bank to independent RIA
C•••••• A••••••• to P•••••••• S••••••••• I•••
left Jul 26, 2021, registered Nov 15, 2021 (112 days) · Affiliated broker-dealer or bank to another
L•••••• I••••••••• to C•••••• A•••••••
left Jul 26, 2021, registered Jul 18, 2019 (-739 days) · Affiliated broker-dealer or bank to another
J••• M••••• S••••••••• L•• to L•••••• I•••••••••
left Oct 5, 2017, registered Jul 18, 2019 (651 days) · Wirehouse to affiliated broker-dealer or bank

Signals

H••••• O• S•••• left W•••• F•••• A••••••• for M••••• S•••••• (registered 2025-04-14)
Feb 19, 2025 · Advisor changed firm · fact
H••••• O• S•••• left M••••• S•••••• for W•••• F•••• A••••••• (registered 2024-09-30)
Sep 24, 2024 · Advisor changed firm · fact
H••••• O• S•••• left P•••• F•••• W••••• A•••••••• L•• for M••••• S•••••• (registered 2022-08-04)
Oct 13, 2022 · Advisor changed firm · fact
H••••• O• S•••• left P•••••••• S••••••••• I••• for P•••• F•••• W••••• A•••••••• L•• (registered 2022-02-17)
Feb 9, 2022 · 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: Wirehousederived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address