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RIA / WealthAdvisor35 years in industry

MARK LAMORIELLO

Advisor at ADVUS FINANCIAL PARTNERS, LLC

WINTER PARK, FL

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Search this name across graphsid dfx:ria:347c8b19-2c95-63f8-b11a-26a5c7bc96ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1996 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: ADVUS FINANCIAL PARTNERS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 22, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 22, 1990
First registration: Jan 1, 1996
Dual registered: no
IAPD individual key: 2106993

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
ADVUS FINANCIAL PARTNERS, LLC	Mixed wealth	Apr 14, 2021	n/a	yes	WINTER PARK, FL	Current employment
NCT FINANCIAL SERVICES, LLC	n/a	Jul 26, 2005	Mar 31, 2011	no	LAKE MARY, FL	Previous registration
O'SULLIVAN CREEL HICKS PATTON FINANCIAL ADVISORS, LLC	n/a	Sep 25, 2002	Jun 6, 2005	no	LAKE MARY, FL	Previous registration
LOCKWOOD FINANCIAL SERVICES, INC.	n/a	Oct 30, 2000	Nov 25, 2003	no	LAKE MARY, FL	Previous registration
LAMCO ADVISORY SERVICES INC.	Former SEC adviser	Jan 1, 1996	Jun 18, 2021	no	LAKE MARY, FL	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
LAMCO ADVISORY SERVICES INC.	LOCKWOOD FINANCIAL SERVICES, INC.	Jun 18, 2021	Oct 30, 2000	-7,536	Firm change after gap	Other
NCT FINANCIAL SERVICES, LLC	ADVUS FINANCIAL PARTNERS, LLC	Mar 31, 2011	Apr 14, 2021	3,667	Firm change after gap	Other
O'SULLIVAN CREEL HICKS PATTON FINANCIAL ADVISORS, LLC	NCT FINANCIAL SERVICES, LLC	Jun 6, 2005	Jul 26, 2005	50	Firm change	Other
LOCKWOOD FINANCIAL SERVICES, INC.	O'SULLIVAN CREEL HICKS PATTON FINANCIAL ADVISORS, LLC	Nov 25, 2003	Sep 25, 2002	-426	Firm change after gap	Other

Relationships

Registered with (5)

→ ADVUS FINANCIAL PARTNERS, LLCRegistered adviserregistration: current employment
Apr 14, 2021 to presentfactForm ADV
→ LAMCO ADVISORY SERVICES INC.Registered adviserregistration: previous registration
Jan 1, 1996 to Jun 18, 2021factForm ADV
→ NCT FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 26, 2005 to Mar 31, 2011factForm ADV
→ O'SULLIVAN CREEL HICKS PATTON FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 25, 2002 to Jun 6, 2005factForm ADV
→ LOCKWOOD FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 30, 2000 to Nov 25, 2003factForm ADV

Dated events

No dated event names this entity yet.