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RIA / WealthAdvisorCertified Financial Planner29 years in industry

BRIAN MICHAEL OARD

Advisor at A&M PRIVATE WEALTH PARTNERS, LLC

WEST PALM BEACH, FL | THOUSAND OAKS, CA

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Search this name across graphsid dfx:ria:b77c0fad-4548-3835-2b0d-a0f793da601e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 12, 2001 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: A&M PRIVATE WEALTH PARTNERS, LLC
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: Jul 10, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 10, 1997
First registration: Apr 12, 2001
Dual registered: no
Other names: MAX OARD
IAPD individual key: 2354814

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
A&M PRIVATE WEALTH PARTNERS, LLC	Independent wealth	Dec 2, 2024	n/a	yes	THOUSAND OAKS, CA\|WEST PALM BEACH, FL	Current employment
MBSC, LLC	n/a	Apr 18, 2006	Oct 9, 2006	no	GLENDALE, CA\|PITTSBURGH, PA	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Dec 16, 2003	Feb 17, 2006	no	SIMI VALLEY, CA	Previous registration
GOLD COAST SECURITIES, INC.	Former SEC adviser	Jan 2, 2003	Dec 16, 2003	no	THOUSAND OAKS, CA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Apr 12, 2001	Jan 3, 2003	no	WESTLAKE VILLAGE, CA	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
MBSC, LLC	A&M PRIVATE WEALTH PARTNERS, LLC	Oct 9, 2006	Dec 2, 2024	6,629	Firm change after gap	Other
1ST GLOBAL ADVISORS INC	MBSC, LLC	Feb 17, 2006	Apr 18, 2006	60	Firm change	Other
GOLD COAST SECURITIES, INC.	1ST GLOBAL ADVISORS INC	Dec 16, 2003	Dec 16, 2003	0	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	GOLD COAST SECURITIES, INC.	Jan 3, 2003	Jan 2, 2003	-1	Firm change	Other

Relationships

Registered with (5)

→ A&M PRIVATE WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Dec 2, 2024 to presentfactForm ADV
→ MBSC, LLCRegistered adviserregistration: previous registration
Apr 18, 2006 to Oct 9, 2006factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Dec 16, 2003 to Feb 17, 2006factForm ADV
→ GOLD COAST SECURITIES, INC.Registered adviserregistration: previous registration
Jan 2, 2003 to Dec 16, 2003factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Apr 12, 2001 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.