DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant34 years in industry

DYLAN BLU MINOR

Advisor at OMEGA FINANCIAL GROUP, LLC

SANTA BARBARA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33ae36c3-2e78-2df2-a951-3cb314e485a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2002 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: OMEGA FINANCIAL GROUP, 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: Jun 3, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Jun 3, 1992
First registration: Mar 6, 2002
Dual registered: no
IAPD individual key: 2245009

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
ARGOS GLOBAL ADVISORS, LLC	Asset manager	May 30, 2019	n/a	yes	SANTA BARBARA, CA	Current employment
OMEGA FINANCIAL GROUP, LLC	Independent wealth	Jun 1, 2012	n/a	yes	SANTA BARBARA, CA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Feb 16, 2010	Jul 3, 2012	no	SANTA BARBARA, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Feb 16, 2010	no	SANTA BARBARA, CA\|SANTA BARBARA, CA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Mar 6, 2002	Jul 1, 2003	no	SANTA BARBARA, CA	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
WELLS FARGO ADVISORS	OMEGA FINANCIAL GROUP, LLC	Jul 3, 2012	Jun 1, 2012	-32	Firm change after gap	Wirehouse to new firm
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Feb 16, 2010	Feb 16, 2010	0	Channel change	Wirehouse to wirehouse
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (5)

→ ARGOS GLOBAL ADVISORS, LLCRegistered adviserregistration: current employment
May 30, 2019 to presentfactForm ADV
→ OMEGA FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Jun 1, 2012 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 16, 2010 to Jul 3, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Feb 16, 2010factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Mar 6, 2002 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.