DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Sam Ogrizovich
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Apr 25, 2025
In the industry
43 y
since Oct 1, 1982 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Modern Wealth Management, LLC independent RIA currentsince Apr 25, 2025 · Kansas City, Mo
- Cambridge Investment Research Advisors, Inc. BD affiliatedMar 28, 2005 to Apr 26, 2013 · Orland Park, Il
- Cambridge Investment Research, Inc. unclassifiedMar 18, 2005 to Mar 28, 2005 · Scottsdale, Az
- Ofm Wealth formerOct 18, 1997 to Sep 25, 2025 · Orland Park, Il
- Cetera Advisor Networks LLC formerApr 4, 1995 to Mar 18, 2005 · Orland Park, Il
Moves
a registration end followed by a registration begin elsewhere
- Ofm Wealth to Cambridge Investment Research, Inc.left Sep 25, 2025, registered Mar 18, 2005 (-7496 days) · Other
- Cambridge Investment Research Advisors, Inc. to Modern Wealth Management, LLCleft Apr 26, 2013, registered Apr 25, 2025 (4382 days) · Other
- Cambridge Investment Research, Inc. to Cambridge Investment Research Advisors, Inc.left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move
- Cetera Advisor Networks LLC to Ofm Wealthleft Mar 18, 2005, registered Oct 18, 1997 (-2708 days) · Other
Signals
- Sam Ogrizovich left Ofm Wealth for Cambridge Investment Research, Inc. (registered 2005-03-18)Sep 25, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address