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

Omar Chyou

Wealth Enhancement Advisory Services, LLCBD affiliatedPlymouth, Mn dual registrantIAPD 2852698

Feed of 09/15/2026

At current firm

0 y

since Feb 3, 2026

In the industry

25 y

since Mar 30, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealth Enhancement Advisory Services, LLC BD affiliated current
since Feb 3, 2026 · San Ramon, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 27, 2023 to Feb 4, 2026 · Walnut Creek, Ca
U.S. Bancorp Advisors, LLC BD affiliated
Aug 26, 2020 to Feb 21, 2023 · Walnut Creek, Ca
Qualified Planning state registered
Jun 3, 2020 to Sep 2, 2020 · Albany, Ca
U.S. Bancorp Investments, Inc. former
Mar 8, 2013 to Jun 7, 2017 · San Francisco, Ca
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Feb 7, 2012 · Palo Alto, Ca
Wells Fargo Investments, LLC unclassified
Nov 27, 2009 to Jan 3, 2011 · Palo Alto, Ca
Citigroup Global Markets Inc. BD affiliated
May 29, 2007 to Jun 25, 2009 · Palo Alto, Ca
Citicorp Investment Services unclassified
Dec 2, 2002 to May 29, 2007 · Palo Alto, Ca
UBS Financial Services Inc. wirehouse
Aug 15, 2002 to Oct 22, 2002 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wealth Enhancement Advisory Services, LLC
left Feb 4, 2026, registered Feb 3, 2026 (-1 days) · Wirehouse to affiliated broker-dealer or bank
U.S. Bancorp Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Feb 21, 2023, registered Jan 27, 2023 (-25 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Qualified Planning to U.S. Bancorp Advisors, LLC
left Sep 2, 2020, registered Aug 26, 2020 (-7 days) · Other
U.S. Bancorp Investments, Inc. to Qualified Planning
left Jun 7, 2017, registered Jun 3, 2020 (1092 days) · Other
Wells Fargo Advisors to U.S. Bancorp Investments, Inc.
left Feb 7, 2012, registered Mar 8, 2013 (395 days) · Other
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
Citigroup Global Markets Inc. to Wells Fargo Investments, LLC
left Jun 25, 2009, registered Nov 27, 2009 (155 days) · Other
Citicorp Investment Services to Citigroup Global Markets Inc.
left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
UBS Financial Services Inc. to Citicorp Investment Services
left Oct 22, 2002, registered Dec 2, 2002 (41 days) · Other

Signals

Omar Chyou left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wealth Enhancement Advisory Services, Llc (registered 2026-02-03)
Feb 4, 2026 · Advisor changed firm · fact
Omar Chyou left U.S. Bancorp Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-01-27)
Feb 21, 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address