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

Paul Michael Lamandia

Oliveira Wealthindependent RIAModesto, CaIA-onlyIAPD 4841009

Feed of 09/14/2026

At current firm

0 y

since Jul 27, 2026

In the industry

21 y

since Nov 22, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Oliveira Wealth independent RIA current
since Jul 27, 2026 · Modesto, Ca
Charles Schwab & Co., Inc. national BD
Sep 19, 2008 to Aug 6, 2026 · Stockton, Ca
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Oct 29, 2008 · Modesto, Ca
A. G. Edwards & Sons, Inc. unclassified
Nov 24, 2004 to Jan 1, 2008 · Modesto, Ca

Moves

a registration end followed by a registration begin elsewhere

Charles Schwab & Co., Inc. to Oliveira Wealth
left Aug 6, 2026, registered Jul 27, 2026 (-10 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Charles Schwab & Co., Inc.
left Oct 29, 2008, registered Sep 19, 2008 (-40 days) · Wirehouse to affiliated broker-dealer or bank
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Paul Michael Lamandia left Charles Schwab & Co., Inc. for Oliveira Wealth (registered 2026-07-27)
Aug 6, 2026 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address