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RIA / WealthAdvisor39 years in industry

ALFREDO OLIVA

Advisor at ADVISUITE

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:d67c0812-86c2-ce02-0e98-5b5b24e1d478

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 18, 1994 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: Mar 26, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Mar 26, 1987
First registration: Jul 18, 1994
Dual registered: no
IAPD individual key: 352034

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	Nov 19, 2024	n/a	yes	CORAL GABLES, FL	Current employment
KOVACK ADVISORS, INC.	Bd affiliated wealth	Jul 13, 2011	Mar 4, 2024	no	FT. LAUDERDALE, FL\|Fort Lauderdale, FL	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Jun 16, 2008	Jun 20, 2011	no	CORAL GABLE, FL\|CORAL GABLES, FL	Previous registration
SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.	n/a	Apr 4, 2008	Jun 13, 2008	no	CORAL GABLES, FL	Previous registration
TRADEPRO SECURITIES, LLC.	n/a	May 29, 2007	Apr 18, 2008	no	LAWRENCEVILLE, GA\|MIAMI, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jul 18, 1994	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	Mar 4, 2024	Nov 19, 2024	260	Firm change	Ibd to state RIA
NEXT FINANCIAL GROUP, INC.	KOVACK ADVISORS, INC.	Jun 20, 2011	Jul 13, 2011	23	Firm change	Other
SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.	NEXT FINANCIAL GROUP, INC.	Jun 13, 2008	Jun 16, 2008	3	Firm change	Other
TRADEPRO SECURITIES, LLC.	SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.	Apr 18, 2008	Apr 4, 2008	-14	Firm change	Other
A. G. EDWARDS & SONS, INC.	TRADEPRO SECURITIES, LLC.	Mar 6, 2003	May 29, 2007	1,545	Firm change after gap	Other

Relationships

Registered with (6)

→ ADVISUITERegistered adviserregistration: current employment
Nov 19, 2024 to presentfactForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Jul 13, 2011 to Mar 4, 2024factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jun 16, 2008 to Jun 20, 2011factForm ADV
→ SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 4, 2008 to Jun 13, 2008factForm ADV
→ TRADEPRO SECURITIES, LLC.Registered adviserregistration: previous registration
May 29, 2007 to Apr 18, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jul 18, 1994 to Mar 6, 2003factForm ADV

Dated events

Occurred
Mar 4, 2024
Advisor changed firm
Alfredo Oliva left Kovack Advisors, Inc. for Advisuite (registered 2024-11-19)
Form ADVobserved 6 days ago