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
Oscar Jesus Castellanos
Feed of 09/14/2026
At current firm
0 y
since Apr 1, 2026
In the industry
23 y
since Nov 26, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Apr 1, 2026 · Miami, Fl
- Provenance Wealth Advisors independent RIAJul 6, 2018 to Mar 30, 2026 · Miami, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedNov 6, 2017 to Aug 25, 2023 · Miami, Fl
- Raymond James & Associates, Inc. national BDFeb 13, 2013 to Oct 30, 2017 · Coral Gables, Fl
- Morgan Keegan & Company, LLC formerOct 16, 2009 to Feb 13, 2013 · Coral Gables, Fl
- Colonial Asset Management Inc unclassifiedApr 4, 2007 to Oct 7, 2009 · Miami, Fl
- Citicorp Investment Services unclassifiedNov 1, 2004 to Mar 26, 2007 · Coral Gables, Fl
Moves
a registration end followed by a registration begin elsewhere
- Provenance Wealth Advisors to Raymond James Financial Services Advisors, Incleft Mar 30, 2026, registered Apr 1, 2026 (2 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Raymond James Financial Services Advisors, Inc to Provenance Wealth Advisorsleft Aug 25, 2023, registered Jul 6, 2018 (-1876 days) · Other · moved with a team
- Raymond James & Associates, Inc. to Raymond James Financial Services Advisors, Incleft Oct 30, 2017, registered Nov 6, 2017 (7 days) · Other · moved with a team
- Morgan Keegan & Company, LLC to Raymond James & Associates, Inc.left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
- Colonial Asset Management Inc to Morgan Keegan & Company, LLCleft Oct 7, 2009, registered Oct 16, 2009 (9 days) · Other
- Citicorp Investment Services to Colonial Asset Management Incleft Mar 26, 2007, registered Apr 4, 2007 (9 days) · Other
Signals
- Oscar Jesus Castellanos left Provenance Wealth Advisors for Raymond James Financial Services Advisors, Inc (registered 2026-04-01)Mar 30, 2026 · Advisor changed firm · fact
- Oscar Jesus Castellanos left Raymond James Financial Services Advisors, Inc for Provenance Wealth Advisors (registered 2018-07-06)Aug 25, 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address