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
Thomas Patrick Olexa
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
At current firm
3 y
since Feb 16, 2023
In the industry
34 y
since Dec 20, 1991 (earliest exam, job or registration)
Prior registered firms
5
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
- Hightower Advisors, LLC BD affiliated currentsince Feb 16, 2023 · Downers Grove, Il
- Efg Advisors, LLC unclassifiedMay 9, 2013 to Sep 21, 2017 · Schaumburg, Il
- Valmark Advisers, Inc. BD affiliatedJul 17, 2012 to Feb 17, 2023 · Schaumburg, Il
- Woodbury Financial Services, Inc. formerMar 17, 2006 to Jul 19, 2012 · Schaumburg, Il
- Executive Financial Group unclassifiedOct 21, 2003 to Dec 31, 2005 · Schaumburg, Il
- Executive Financial Group unclassifiedOct 21, 2003 to Dec 31, 2006 · Schaumburg, Il
Moves
a registration end followed by a registration begin elsewhere
- Valmark Advisers, Inc. to Efg Advisors, LLCleft Feb 17, 2023, registered May 9, 2013 (-3571 days) · Other
- Efg Advisors, LLC to Hightower Advisors, LLCleft Sep 21, 2017, registered Feb 16, 2023 (1974 days) · Other
- Woodbury Financial Services, Inc. to Valmark Advisers, Inc.left Jul 19, 2012, registered Jul 17, 2012 (-2 days) · Other
- Executive Financial Group to Woodbury Financial Services, Inc.left Dec 31, 2006, registered Mar 17, 2006 (-289 days) · Other
Signals
- Thomas Patrick Olexa left Valmark Advisers, Inc. for Efg Advisors, Llc (registered 2013-05-09)Feb 17, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address