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
Karl Patrik Orlowski
Feed of 09/15/2026
Also filed as Karl Orlowski
At current firm
1 y
since Sep 5, 2025
In the industry
20 y
since Mar 21, 2006 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Sep 5, 2025 · Moorpark, Ca
- Avantax Advisory Services formerOct 25, 2019 to Sep 5, 2025 · Thousand Oaks, Ca
- 1st Global Advisors Inc formerMay 1, 2019 to Oct 25, 2019 · Moorpark, Ca
- Summit Financial Consultants, Inc. formerFeb 17, 2010 to May 28, 2019 · Westlake Village, Ca
- LPL Financial LLC BD affiliatedFeb 17, 2010 to Mar 9, 2015 · Westlake Village, Ca
- Edward Jones national BDFeb 5, 2007 to Feb 17, 2010 · Simi Valley, Ca
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Cetera Investment Advisers LLCleft Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
- 1st Global Advisors Inc to Avantax Advisory Servicesleft Oct 25, 2019, registered Oct 25, 2019 (0 days) · corporate re-registration, not a move
- Summit Financial Consultants, Inc. to 1st Global Advisors Incleft May 28, 2019, registered May 1, 2019 (-27 days) · RIA to affiliated broker-dealer or bank
- LPL Financial LLC to Summit Financial Consultants, Inc.left Mar 9, 2015, registered Feb 17, 2010 (-1846 days) · Other · moved with a team
- Edward Jones to LPL Financial LLCleft Feb 17, 2010, registered Feb 17, 2010 (0 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address