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RIA / WealthAdvisor13 years in industry

DENNIS RYAN OVERSTREET

Advisor at OPENAIR FINANCIAL, LLC

SOUTHLAKE, TX | MIDVALE, UT

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Search this name across graphsid dfx:ria:0d700424-55bd-4e2b-cfa9-d4949a5d6a30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 12, 2013 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: OPENAIR FINANCIAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jun 20, 2013
First registration: Aug 12, 2013
Dual registered: no
IAPD individual key: 6230904

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
OPENAIR FINANCIAL, LLC	Independent wealth	Feb 27, 2023	n/a	yes	SOUTHLAKE, TX\|MIDVALE, UT	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jan 21, 2022	Dec 19, 2022	no	DENVER, CO\|Sandy, UT	Previous registration
LAKE POINT WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 6, 2018	Jan 9, 2022	no	Sandy, UT	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Apr 21, 2016	Jul 17, 2020	no	SANDY, UT	Previous registration
KEYSTONE WEALTH ADVISORS	Former SEC adviser	Aug 12, 2013	Apr 28, 2016	no	COTTONWOOD HEIGHTS, UT	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
MERCER GLOBAL ADVISORS INC.	OPENAIR FINANCIAL, LLC	Dec 19, 2022	Feb 27, 2023	70	Firm change	RIA to RIA
LAKE POINT WEALTH MANAGEMENT, LLC	MERCER GLOBAL ADVISORS INC.	Jan 9, 2022	Jan 21, 2022	12	Firm change	RIA to RIA
AE WEALTH MANAGEMENT, LLC	LAKE POINT WEALTH MANAGEMENT, LLC	Jul 17, 2020	Jul 6, 2018	-742	Firm change after gap	RIA to RIA
KEYSTONE WEALTH ADVISORS	AE WEALTH MANAGEMENT, LLC	Apr 28, 2016	Apr 21, 2016	-7	Firm change	Other

Relationships

Registered with (5)

→ OPENAIR FINANCIAL, LLCRegistered adviserregistration: current employment
Feb 27, 2023 to presentfactForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jan 21, 2022 to Dec 19, 2022factForm ADV
→ LAKE POINT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 6, 2018 to Jan 9, 2022factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 21, 2016 to Jul 17, 2020factForm ADV
→ KEYSTONE WEALTH ADVISORSRegistered adviserregistration: previous registration
Aug 12, 2013 to Apr 28, 2016factForm ADV

Dated events

Occurred
Dec 19, 2022
Advisor changed firm
Dennis Ryan Overstreet left Mercer Global Advisors Inc. for Openair Financial, Llc (registered 2023-02-27)
Form ADVobserved 3 days ago
Occurred
Jan 9, 2022
Advisor changed firm
Dennis Ryan Overstreet left Lake Point Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2022-01-21)
Form ADVobserved 3 days ago