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RIA / WealthAdvisorCertified Financial Planner28 years in industry

Alfredo Oliva

Advisor at ADVISUITE

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:b3bbb351-0fca-d2a5-4b29-19d3959fdde8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 7, 1998 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: ADVISUITE
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 24, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 24, 1998
First registration: Oct 7, 1998
Dual registered: no
Other names: ALFIE OLIVA|ALFREDO OLIVA|Alfredo Oliva
IAPD individual key: 3083002

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
Advisuite	State registered	Aug 22, 2025	n/a	yes	CORAL GABLES, FL	Current employment
KOVACK ADVISORS, INC.	Bd affiliated wealth	Jul 5, 2011	Jul 22, 2026	no	FT. LAUDERDALE, FL\|MIAMI, FL\|Fort Laderdale, FL\|Miami, FL	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Apr 15, 2008	Jun 20, 2011	no	SAINT AUGUSTINE, FL\|CORAL GABLE, FL\|CORAL GABLE, FL\|WAYNESVILLE, NC\|CORAL GABLES, FL\|MIAMI, FL	Previous registration
HSBC SECURITIES (USA) INC.	Bd affiliated wealth	Nov 7, 2006	Apr 17, 2008	no	SURFSIDE, FL\|SOUTH MIAMI, FL\|MIAMI, FL\|MIAMI, FL	Previous registration
TRADEPRO SECURITIES, LLC.	n/a	Jul 21, 2005	Oct 9, 2006	no	LAWRENCEVILLE, GA\|MIAMI, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Apr 15, 2003	Jul 7, 2005	no	CORAL GABELS, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Oct 7, 1998	Mar 6, 2003	no	CORAL GABLES, 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
KOVACK ADVISORS, INC.	Advisuite	Jul 22, 2026	Aug 22, 2025	-334	Firm change after gap	Ibd to state RIA
NEXT FINANCIAL GROUP, INC.	KOVACK ADVISORS, INC.	Jun 20, 2011	Jul 5, 2011	15	Firm change	Other
HSBC SECURITIES (USA) INC.	NEXT FINANCIAL GROUP, INC.	Apr 17, 2008	Apr 15, 2008	-2	Firm change	Other
TRADEPRO SECURITIES, LLC.	HSBC SECURITIES (USA) INC.	Oct 9, 2006	Nov 7, 2006	29	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	TRADEPRO SECURITIES, LLC.	Jul 7, 2005	Jul 21, 2005	14	Firm change	Other
A. G. EDWARDS & SONS, INC.	RAYMOND JAMES FINANCIAL SERVICES, INC.	Mar 6, 2003	Apr 15, 2003	40	Firm change	Other

Relationships

Registered with (7)

→ ADVISUITERegistered adviserregistration: current employment
Aug 22, 2025 to presentfactForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Jul 5, 2011 to Jul 22, 2026factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 15, 2008 to Jun 20, 2011factForm ADV
→ HSBC SECURITIES (USA) INC.Registered adviserregistration: previous registration
Nov 7, 2006 to Apr 17, 2008factForm ADV
→ TRADEPRO SECURITIES, LLC.Registered adviserregistration: previous registration
Jul 21, 2005 to Oct 9, 2006factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 15, 2003 to Jul 7, 2005factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Oct 7, 1998 to Mar 6, 2003factForm ADV

Dated events

Occurred
Jul 22, 2026
Advisor changed firm
Alfredo Oliva left Kovack Advisors, Inc. for Advisuite (registered 2025-08-22)
Form ADVobserved 6 days ago