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

RAM AND OAK INVESTMENT PARTNERS, LLC

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Dec 18, 2020

First registration

Dec 18, 2020

Dual registered

no

Other names

Kevin OConnor

IAPD individual key

6799405

• Occurred

  Jun 24, 2025
  Advisor changed firm

  Kevin Patrick Oconnor left Artifex Financial Group, Llc for Ram And Oak Investment Partners, Llc (registered 2026-03-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3e01fadd-256c-369c-95de-3376ce985c21

First observed

Dec 18, 2020

Last observed

Sep 14, 2026 6 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.