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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M••••••• J••••• O•••••••••

P•••••• C••••• S•••••••• L••BD affiliatedBoise, Id dual registrantIAPD 4017598

Feed of 09/15/2026

Also filed as Mitch O•••••••••

At current firm

2 y

since Sep 22, 2023

In the industry

26 y

since Nov 19, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/mitch-oldewurtel-7153016areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

P•••••• C••••• S•••••••• L•• BD affiliated current
since Sep 22, 2023 · Appleton, Wi
M•• C•••••• A••••••• L•• independent RIA
Feb 8, 2021 to Oct 2, 2023 · Scottsdale, Az
R•••••• J•••• • A••••••••• I••• national BD
Nov 9, 2018 to Feb 16, 2021 · Cave Creek, Az
J••• M••••• S••••••••• L•• wirehouse
Oct 1, 2012 to Nov 23, 2018 · Surprise, Az
C•••• I••••••••• S••••••• C•••• former
Feb 21, 2007 to Oct 1, 2012 · Surprise, Az

Moves

a registration end followed by a registration begin elsewhere

M•• C•••••• A••••••• L•• to P•••••• C••••• S•••••••• L••
left Oct 2, 2023, registered Sep 22, 2023 (-10 days) · RIA to affiliated broker-dealer or bank
R•••••• J•••• • A••••••••• I••• to M•• C•••••• A••••••• L••
left Feb 16, 2021, registered Feb 8, 2021 (-8 days) · Affiliated broker-dealer or bank to independent RIA
J••• M••••• S••••••••• L•• to R•••••• J•••• • A••••••••• I•••
left Nov 23, 2018, registered Nov 9, 2018 (-14 days) · Wirehouse to affiliated broker-dealer or bank
C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move

Signals

M••••••• J••••• O••••••••• left M•• C•••••• A••••••• L•• for P•••••• C••••• S•••••••• L•• (registered 2023-09-22)
Oct 2, 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address