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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

5

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Individual clients

0

High net worth clients

0

SEC number

801-128913

CRD

328047

Filings on the tape

5

First filed

Sep 19, 2023

Latest filed

Nov 22, 2024

Organised

Limited Liability Company, Delaware

Website

getroi.app

• Occurred

  Feb 3, 2025
  Left the SEC roster

  Roi Advisory no longer on the SEC adviser roster (last listed 2025-01-02)

  Form ADVobserved 4 days ago
  0 USD_RAUM
• Occurred

  Sep 19, 2023
  First Form ADV filing

  Roi Advisory filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f5ddc25f-99ab-e525-c204-59e46e5dd6dc

First observed

Sep 19, 2023

Last observed

Nov 22, 2024 22 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.