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
Joseph Dwayne Olheiser
Feed of 09/15/2026
Also filed as Joe Olheiser
At current firm
6 y
since Oct 11, 2019
In the industry
23 y
since Dec 18, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Cl Wealth Management LLC independent RIA currentsince Oct 11, 2019 · Schaumburg, Il
- Sb Advisory, LLC independent RIAJul 1, 2019 to Jan 8, 2020 · Atlanta, Ga
- Raymond James Financial Services Advisors, Inc BD affiliatedFeb 25, 2019 to Jun 11, 2019 · Sunnyvale, Ca
- Morgan Stanley wirehouseApr 20, 2016 to Feb 27, 2019 · Palo Alto, Ca
- J.P. Morgan Securities LLC wirehouseFeb 5, 2013 to Apr 28, 2016 · Portola Valley, Ca
- Msi Financial Services, Inc. formerFeb 3, 2011 to Feb 6, 2013 · Walnut Creek, Ca
Moves
a registration end followed by a registration begin elsewhere
- Sb Advisory, LLC to Cl Wealth Management LLCleft Jan 8, 2020, registered Oct 11, 2019 (-89 days) · Affiliated broker-dealer or bank to another
- Raymond James Financial Services Advisors, Inc to Sb Advisory, LLCleft Jun 11, 2019, registered Jul 1, 2019 (20 days) · Affiliated broker-dealer or bank to another · moved with a team
- Morgan Stanley to Raymond James Financial Services Advisors, Incleft Feb 27, 2019, registered Feb 25, 2019 (-2 days) · Wirehouse to affiliated broker-dealer or bank
- J.P. Morgan Securities LLC to Morgan Stanleyleft Apr 28, 2016, registered Apr 20, 2016 (-8 days) · Wirehouse to wirehouse
- Msi Financial Services, Inc. to J.P. Morgan Securities LLCleft Feb 6, 2013, registered Feb 5, 2013 (-1 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address