DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Mojoyeoluwa Oni

Advisor at SCHWAB WEALTH ADVISORY, INC.

SAN FRANCISCO, CA | Atlanta, GA

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:853274e8-87c6-94e5-2bdd-779fa32ec34a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Nov 19, 2021 to Sep 15, 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: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 8, 2021
First registration: Nov 19, 2021
Dual registered: yes, broker-dealer
Other names: Joye Temidayo Oni|JJ ONI|Mojoyeoluwa Oni|Mojoyeoluwa Temidayo Oni|Joye Oni
IAPD individual key: 7405648

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
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Sep 29, 2025	n/a	yes	SAN FRANCISCO, CA\|Atlanta, GA	Current employment
MIO PARTNERS, INC.	Asset manager	Aug 29, 2024	Sep 15, 2025	no	Atlanta, GA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 10, 2022	May 7, 2024	no	Atlanta, GA\|Atlanta, GA\|Atlanta, GA	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 19, 2021	Jul 13, 2022	no	ATLANTA, GA	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
MIO PARTNERS, INC.	SCHWAB WEALTH ADVISORY, INC.	Sep 15, 2025	Sep 29, 2025	14	Firm change	Other
J.P. MORGAN SECURITIES LLC	MIO PARTNERS, INC.	May 7, 2024	Aug 29, 2024	114	Firm change	Other
TRUIST ADVISORY SERVICES, INC.	J.P. MORGAN SECURITIES LLC	Jul 13, 2022	Oct 10, 2022	89	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Sep 29, 2025 to presentfactForm ADV
→ MIO PARTNERS, INC.Registered adviserregistration: previous registration
Aug 29, 2024 to Sep 15, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 10, 2022 to May 7, 2024factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Nov 19, 2021 to Jul 13, 2022factForm ADV

Dated events

Occurred
Sep 15, 2025
Advisor changed firm
Mojoyeoluwa Oni left Mio Partners, Inc. for Schwab Wealth Advisory, Inc. (registered 2025-09-29)
Form ADVobserved 4 days ago
Occurred
May 7, 2024
Advisor changed firm
Mojoyeoluwa Oni left J.P. Morgan Securities Llc for Mio Partners, Inc. (registered 2024-08-29)
Form ADVobserved 4 days ago
Occurred
Jul 13, 2022
Advisor changed firm
Mojoyeoluwa Oni left Truist Advisory Services, Inc. for J.P. Morgan Securities Llc (registered 2022-10-10)
Form ADVobserved 4 days ago