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RIA / WealthAdvisor34 years in industry

KEITH DAVID STOLOFF

Advisor at CORIENT

Weston, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jul 14, 1993 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: CORIENT
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: May 5, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: May 5, 1992
First registration: Jul 14, 1993
Dual registered: no
IAPD individual key: 1740846

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
Corient	Independent wealth	Aug 16, 2024	n/a	yes	Weston, FL	Current employment
EMFO, LLC	Former SEC adviser	Nov 1, 2017	Aug 31, 2024	no	WESTON, FL	Previous registration
STOLOFF INVESTMENT ADVISORY SERVICES, LLC	Former SEC adviser	Jul 10, 2012	Dec 31, 2017	no	WESTON, FL	Previous registration
EMERALD ALLOCATION STRATEGIES, LLC	Former SEC adviser	Jun 21, 2010	Jul 29, 2013	no	WESTON, FL	Previous registration
EMERALD ASSET ADVISORS LLC	Former SEC adviser	Nov 7, 2007	Jul 29, 2013	no	WESTON, FL	Previous registration
STOLOFF INVESTMENT ADVISORY SERVICES, LLC	Former SEC adviser	Mar 30, 2006	Mar 30, 2012	no	WESTON, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 19, 2003	Jan 26, 2006	no	BOCA RATON, FL	Previous registration
J. B. HANAUER & CO.	n/a	Jul 14, 1993	Feb 18, 2003	no	HALLANDALE, 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
EMFO, LLC	Corient	Aug 31, 2024	Aug 16, 2024	-15	Firm change	RIA to RIA
STOLOFF INVESTMENT ADVISORY SERVICES, LLC	EMFO, LLC	Dec 31, 2017	Nov 1, 2017	-60	Firm change after gap	Other
EMERALD ALLOCATION STRATEGIES, LLC	STOLOFF INVESTMENT ADVISORY SERVICES, LLC	Jul 29, 2013	Jul 10, 2012	-384	Firm change after gap	Other
EMERALD ASSET ADVISORS LLC	EMERALD ALLOCATION STRATEGIES, LLC	Jul 29, 2013	Jun 21, 2010	-1,134	Channel change	Other
STOLOFF INVESTMENT ADVISORY SERVICES, LLC	EMERALD ASSET ADVISORS LLC	Mar 30, 2012	Nov 7, 2007	-1,605	Firm change after gap	Other
RAYMOND JAMES & ASSOCIATES, INC.	STOLOFF INVESTMENT ADVISORY SERVICES, LLC	Jan 26, 2006	Mar 30, 2006	63	Firm change	Other
J. B. HANAUER & CO.	RAYMOND JAMES & ASSOCIATES, INC.	Feb 18, 2003	Feb 19, 2003	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
289997:319448:FL:2024-08-31	Aug 31, 2024	Aug 16, 2024	WESTON, FL	Firm change

Relationships

Registered with (7)

→ CORIENTRegistered adviserregistration: current employment
Aug 16, 2024 to presentfactForm ADV
→ EMFO, LLCRegistered adviserregistration: previous registration
Nov 1, 2017 to Aug 31, 2024factForm ADV
→ STOLOFF INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jul 10, 2012 to Dec 31, 2017factForm ADV
→ EMERALD ASSET ADVISORS LLCRegistered adviserregistration: previous registration
Nov 7, 2007 to Jul 29, 2013factForm ADV
→ EMERALD ALLOCATION STRATEGIES, LLCRegistered adviserregistration: previous registration
Jun 21, 2010 to Jul 29, 2013factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 19, 2003 to Jan 26, 2006factForm ADV
→ J. B. HANAUER & CO.Registered adviserregistration: previous registration
Jul 14, 1993 to Feb 18, 2003factForm ADV

Dated events

Occurred
Aug 31, 2024
Advisor changed firm
Keith David Stoloff left Emfo, Llc for Corient (registered 2024-08-16)
Form ADVobserved 6 days ago