DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

ELLIOT J SILVERSTEIN

Advisor at LRI INVESTMENTS

Fort Lauderdale, FL | PALM BEACH GARDENS, FL

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:8c7cedb5-ec73-0bd5-e5d0-87e1b302030f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 12, 2010 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: LRI INVESTMENTS
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 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Feb 9, 2010
First registration: Jul 12, 2010
Dual registered: yes, broker-dealer
Other names: ELLIOT JOSHUA SILVERSTEIN
IAPD individual key: 5706161

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
LRI INVESTMENTS	Independent wealth	Jun 4, 2024	n/a	yes	Fort Lauderdale, FL\|PALM BEACH GARDENS, FL	Current employment
Onedigital	Institutional manager	Sep 14, 2022	Jun 6, 2024	no	Fort Lauderdale, FL\|OVERLAND PARK, KS	Previous registration
KB FINANCIAL PARTNERS, LLC	Former SEC adviser	Sep 14, 2018	Dec 31, 2023	no	PRINCETON, NJ\|Wilton Manors, FL	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 12, 2010	Jul 11, 2016	no	NEW YORK, NY	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
Onedigital	LRI INVESTMENTS	Jun 6, 2024	Jun 4, 2024	-2	Firm change	Other
KB FINANCIAL PARTNERS, LLC	Onedigital	Dec 31, 2023	Sep 14, 2022	-473	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	KB FINANCIAL PARTNERS, LLC	Jul 11, 2016	Sep 14, 2018	795	Firm change after gap	Ibd to RIA

Relationships

Registered with (4)

→ LRI INVESTMENTSRegistered adviserregistration: current employment
Jun 4, 2024 to presentfactForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Sep 14, 2022 to Jun 6, 2024factForm ADV
→ KB FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 14, 2018 to Dec 31, 2023factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 12, 2010 to Jul 11, 2016factForm ADV

Dated events

Occurred
Jun 6, 2024
Advisor changed firm
Elliot J Silverstein left Onedigital for Lri Investments (registered 2024-06-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Elliot J Silverstein left Kb Financial Partners, Llc for Onedigital (registered 2022-09-14)
Form ADVobserved 4 days ago