Dell Vivien Spiva

Employer firm

O'hAgan Group, Inc. CRD 315389

$1.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 09/2021 → Present
  O'HAgan Group, Inc
  Bethlehem, PA
• 10/2006 → Present
  United Airlines
  Chicago, IL
• 11/2020 → 09/2021
  Arbor Point Advisors
  Lavista, NE
• 05/2008 → Present
  Inertia Insurance Services Llc
  Tampa, FL

Previous Registrations

• 2020-11-06 → 2021-09-30
  Arbor Point Advisors
  Lavista, NE
• 2019-03-06 → 2020-11-06
  Kms Financial Services, Inc.
  Tampa, FL
  Bethlehem, PA

Other Businesses

INERTIA INSURANCE SERVICES, LLC - NOT INVESTMENT RELATED - 12908 CYPRESS ESTATES PLACE, TAMPA, FL 33624 - INSURANCE - AGENT - 2009 - 10 HRS/MO - OFFERING SUPPLEMENTAL PILOT DISABILITY AND LIFE INSURANCE PRODICUTS UNITED AIRLINES - NOT INVESTMENT RELATED - 233 SOUTH WACKER DRIVE, CHICAGO, IL 60606 - AIRLINE - PILOT - 10/17/2006 - 85 HRS/MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-06

Other Names

• Dell Spiva