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RIA / WealthAdvisor27 years in industry

BRANDON CHRISTOPHER OLIVER

Advisor at OLIVER WEALTH MANAGEMENT

BOCA RATON, FL | TOWSON, MD | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:cb03e867-04ea-debc-00b5-f77a6bdab67c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2000 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: OLIVER WEALTH MANAGEMENT
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: Aug 18, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Aug 18, 1999
First registration: Feb 28, 2000
Dual registered: no
IAPD individual key: 3251099

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
OLIVER WEALTH MANAGEMENT	Independent wealth	May 3, 2023	n/a	yes	ST. LOUIS, MO\|BOCA RATON, FL\|TOWSON, MD	Current employment
HAYDEN ROYAL	Former SEC adviser	Jul 18, 2016	Dec 6, 2021	no	Towson, MD\|CHARLOTTE, NC\|Gilbert, AZ	Previous registration
MORGAN STANLEY	Wirehouse	Mar 19, 2010	Jul 1, 2016	no	Hunt Valley, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Mar 25, 2010	no	TOWSON, MD\|BALTIMORE, MD	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	May 2, 2003	Oct 23, 2009	no	BALTIMORE, MD\|TOWSON, MD	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 28, 2000	May 6, 2003	no	BALTIMORE, MD	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
HAYDEN ROYAL	OLIVER WEALTH MANAGEMENT	Dec 6, 2021	May 3, 2023	513	Firm change after gap	RIA to RIA
MORGAN STANLEY	HAYDEN ROYAL	Jul 1, 2016	Jul 18, 2016	17	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Mar 25, 2010	Mar 19, 2010	-6	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	May 6, 2003	May 2, 2003	-4	Firm change	Other

Relationships

Registered with (6)

→ OLIVER WEALTH MANAGEMENTRegistered adviserregistration: current employment
May 3, 2023 to presentfactForm ADV
→ HAYDEN ROYALRegistered adviserregistration: previous registration
Jul 18, 2016 to Dec 6, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 19, 2010 to Jul 1, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Mar 25, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 2, 2003 to Oct 23, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 28, 2000 to May 6, 2003factForm ADV

Dated events

No dated event names this entity yet.