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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant10 years in industry

Olabode Steve Oniya

Advisor at OM INVESTMENTS

HOUSTON, TX

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Search this name across graphsid dfx:ria:186f230c-c490-bb69-fd4e-9208106fc0f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 13, 2017 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: OM INVESTMENTS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Feb 17, 2017
First registration: Mar 13, 2017
Dual registered: no
Other names: Steve Oniya|OLABODE ONIYA|Steve Oniya|OLABODE STEVE ONIYA|OLABODE STEVE ONIYA|Steve Olabode Oniya
IAPD individual key: 6735278

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
OM INVESTMENTS	State registered	Jan 3, 2023	n/a	yes	HOUSTON, TX	Current employment
EDWARD JONES	National bd RIA	Jul 17, 2023	Sep 27, 2023	no	ST. LOUIS, MO\|HOUSTON, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 8, 2022	Nov 2, 2022	no	WESTLAKE, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 19, 2021	Oct 18, 2021	no	Sugar Land, TX\|Houston, TX	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Mar 2, 2020	Apr 6, 2021	no	MILWAUKEE, WI	Previous registration
MORGAN STANLEY	Wirehouse	Jan 24, 2018	Sep 27, 2019	no	Sugar Land, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Aug 23, 2017	Jan 30, 2018	no	HOUSTON, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 13, 2017	Aug 9, 2017	no	HOUSTON, TX\|SCOTTSDALE, AZ\|HOUSTON, TX\|HOUSTON, TX	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
EDWARD JONES	n/a	Sep 27, 2023	n/a	n/a	Departure no registered destination	Departure
FIDELITY PERSONAL AND WORKPLACE ADVISORS	OM INVESTMENTS	Nov 2, 2022	Jan 3, 2023	62	Firm change	Ibd to state RIA
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 18, 2021	Feb 8, 2022	113	Firm change	Ibd to ibd
ROBERT W. BAIRD & CO. INCORPORATED	CHARLES SCHWAB & CO., INC.	Apr 6, 2021	Apr 19, 2021	13	Firm change	RIA to ibd
MORGAN STANLEY	ROBERT W. BAIRD & CO. INCORPORATED	Sep 27, 2019	Mar 2, 2020	157	Firm change	Wirehouse to RIA
J.P. MORGAN SECURITIES LLC	MORGAN STANLEY	Jan 30, 2018	Jan 24, 2018	-6	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	J.P. MORGAN SECURITIES LLC	Aug 9, 2017	Aug 23, 2017	14	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5393:288590:TX:2021-10-18	Oct 18, 2021	Feb 8, 2022	HOUSTON, TX	Firm change

Relationships

Registered with (8)

→ OM INVESTMENTSRegistered adviserregistration: current employment
Jan 3, 2023 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 17, 2023 to Sep 27, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 8, 2022 to Nov 2, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 19, 2021 to Oct 18, 2021factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Mar 2, 2020 to Apr 6, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 24, 2018 to Sep 27, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Aug 23, 2017 to Jan 30, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 13, 2017 to Aug 9, 2017factForm ADV

Dated events

Occurred
Sep 27, 2023
Advisor departed, no destination yet
Olabode Steve Oniya no longer registered at Edward Jones; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Nov 2, 2022
Advisor changed firm
Olabode Steve Oniya left Fidelity Personal And Workplace Advisors for Om Investments (registered 2023-01-03)
Form ADVobserved 4 days ago