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
Jason Robert Odette
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jason Robert Odette
At current firm
1 y
since Sep 20, 2024
In the industry
30 y
since Jan 12, 1996 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Maridea Wealth Management independent RIA currentsince Sep 20, 2024 · Shavano Park, Tx
- Vitalstone Financial, LLC formerOct 1, 2020 to Nov 22, 2024 · San Antonio, Tx
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Oct 6, 2020 · San Antonio, Tx
- Msi Financial Services, Inc. formerMar 4, 2015 to Mar 25, 2017 · San Antonio, Tx
- Teamwork Financial Advisors, LLC independent RIADec 2, 2013 to Feb 18, 2015 · San Antonio, Tx
- Curian Capital, LLC formerApr 11, 2003 to Nov 8, 2013 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Vitalstone Financial, LLC to Maridea Wealth Managementleft Nov 22, 2024, registered Sep 20, 2024 (-63 days) · RIA to RIA · moved with a team
- MML Investors Services, LLC to Vitalstone Financial, LLCleft Oct 6, 2020, registered Oct 1, 2020 (-5 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- Teamwork Financial Advisors, LLC to Msi Financial Services, Inc.left Feb 18, 2015, registered Mar 4, 2015 (14 days) · Other
- Curian Capital, LLC to Teamwork Financial Advisors, LLCleft Nov 8, 2013, registered Dec 2, 2013 (24 days) · Other
Signals
- Jason Robert Odette left Vitalstone Financial, Llc for Maridea Wealth Management (registered 2024-09-20)Nov 22, 2024 · 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address