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
Oduardo Salvador Periu
Feed of 09/14/2026
Also filed as Ed S Periu
At current firm
21 y
since Feb 16, 2005
In the industry
39 y
since May 1, 1987 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Interactive Financial Advisors independent RIA currentsince Feb 16, 2005 · Joliet, Il
- Gwn Securities Inc. BD affiliatedJun 6, 2006 to Dec 12, 2011 · Oakbrook, Il
- Great American Advisors, Inc. formerMar 11, 2005 to May 24, 2006 · Oakbrook, Il
- Pmg Asset Management Inc unclassifiedJan 5, 2005 to Mar 9, 2005 · Joliet, Il
- Pmg Securities Corporation unclassifiedApr 1, 2003 to Dec 31, 2004 · Joliet, Il
- Pmg Asset Management Inc unclassifiedApr 3, 2001 to Apr 1, 2003 · Joliet, Il
Moves
a registration end followed by a registration begin elsewhere
- Gwn Securities Inc. to no registered destinationleft Dec 12, 2011 · Departure, no registered destination
- Great American Advisors, Inc. to Gwn Securities Inc.left May 24, 2006, registered Jun 6, 2006 (13 days) · Other
- Pmg Asset Management Inc to Interactive Financial Advisorsleft Mar 9, 2005, registered Feb 16, 2005 (-21 days) · Other
- Pmg Securities Corporation to Pmg Asset Management Incleft Dec 31, 2004, registered Jan 5, 2005 (5 days) · Other
- Pmg Asset Management Inc to Pmg Securities Corporationleft Apr 1, 2003, registered Apr 1, 2003 (0 days) · Other
Signals
No dated event on this person.
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
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address