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.

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Registered advisor

K•••• O•••••••••

C••• L••BD affiliatedOmaha, Ne IA-onlyIAPD 5925325

Certified Financial Planner

Feed of 09/15/2026

Also filed as Kevin John Oleszewski

At current firm

2 y

since Mar 7, 2024

In the industry

13 y

since Feb 7, 2013 (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

C••• L•• BD affiliated current
since Mar 7, 2024 · Vineland, Nj
W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated
Mar 14, 2023 to Mar 6, 2024 · Vineland, Nj
C••• L•• BD affiliated
Nov 3, 2021 to Mar 9, 2023 · Omaha, Ne
W•••• F•••• A••••••• wirehouse
Mar 11, 2014 to Jun 23, 2017 · Vineland, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 8, 2013 to Feb 4, 2014 · Mount Laurel, Nj

Moves

a registration end followed by a registration begin elsewhere

W••••• E••••••••• A••••••• S•••••••• L•• to C••• L••
left Mar 6, 2024, registered Mar 7, 2024 (1 days) · RIA to affiliated broker-dealer or bank
C••• L•• to W••••• E••••••••• A••••••• S•••••••• L••
left Mar 9, 2023, registered Mar 14, 2023 (5 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to C••• L••
left Jun 23, 2017, registered Nov 3, 2021 (1594 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left Feb 4, 2014, registered Mar 11, 2014 (35 days) · Wirehouse to wirehouse

Signals

K•••• O••••••••• left W••••• E••••••••• A••••••• S•••••••• L•• for C••• L•• (registered 2024-03-07)
Mar 6, 2024 · Advisor changed firm · fact
K•••• O••••••••• left C••• L•• for W••••• E••••••••• A••••••• S•••••••• L•• (registered 2023-03-14)
Mar 9, 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address