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.

Current firm

SIEBERT ADVISORNXT, 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

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Apr 25, 2015

First registration

Dec 5, 2016

Dual registered

yes, broker-dealer

Other names

Kevin Steve Ocana|Kevin S Ocana

IAPD individual key

6444407

• Occurred

  Sep 18, 2024
  Advisor changed firm

  Kevin Steve Ocana left Ubs Financial Services Inc. for Siebert Advisornxt, Llc. (registered 2025-04-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1137d545-cca4-c22b-a03d-a75efb97b20a

First observed

Dec 5, 2016

Last observed

Sep 14, 2026 5 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.