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RIA / WealthAdvisorCertified Financial Planner23 years in industry

OLGA LIDIA DE VALUE

Advisor at SVB WEALTH

Palm Beach Gardens, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2003 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: SVB WEALTH
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: Feb 7, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Feb 7, 2003
Dual registered: no
Other names: OLGA LIDIA HOLMES|OLGA LIDIA GARCIA|OLGA LIDIA DEVALUE
IAPD individual key: 1743082

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
SVB WEALTH	Independent wealth	Feb 17, 2021	n/a	yes	Palm Beach Gardens, FL	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Jul 13, 2018	Jan 13, 2021	no	Port St. Lucie, FL\|West Palm Beach, FL	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	May 9, 2018	no	PORT ST. LUCIE, FL\|WEST PALM BEACH, FL	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 23, 2012	Mar 25, 2017	no	PORT ST. LUCIE, FL\|ORLANDO, FL\|FORT LAUDERDALE, FL\|ORLANDO, FL\|WEST PALM BEACH, FL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 7, 2003	Jun 1, 2009	no	BOCA RATON, FL\|WEST PALM BEACH, 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
PRUCO SECURITIES, LLC	SVB WEALTH	Jan 13, 2021	Feb 17, 2021	35	Firm change	Ibd to RIA
MML INVESTORS SERVICES, LLC	PRUCO SECURITIES, LLC	May 9, 2018	Jul 13, 2018	65	Firm change	Ibd to ibd
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other
VALIC FINANCIAL ADVISORS, INC.	MSI FINANCIAL SERVICES, INC.	Jun 1, 2009	Apr 23, 2012	1,057	Firm change after gap	Other

Relationships

Registered with (5)

→ SVB WEALTHRegistered adviserregistration: current employment
Feb 17, 2021 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 13, 2021factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to May 9, 2018factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 23, 2012 to Mar 25, 2017factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 7, 2003 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.