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

Huston Lorenzo

Oppenheimer & Co. Inc.BD affiliatedCoral Gables, Fl dual registrantIAPD 5951377

Feed of 09/15/2026

Also filed as Huston Deangelo Lorenzo

At current firm

0 y

since Jun 9, 2026

In the industry

10 y

since Jul 1, 2016 (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

Oppenheimer & Co. Inc. BD affiliated current
since Jun 9, 2026 · Palmetto Bay, Fl
Morgan Stanley wirehouse
Dec 6, 2024 to Jun 9, 2026 · Miami, Fl
Snowden Capital Advisors LLC BD affiliated
Aug 31, 2021 to Jun 8, 2023 · Coral Gable, Fl
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Jan 7, 2019 · Boston, Ma
Strategic Advisers LLC national BD
May 3, 2017 to Jul 13, 2018 · Coral Gables, Fl

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Oppenheimer & Co. Inc.
left Jun 9, 2026, registered Jun 9, 2026 (0 days) · Wirehouse to affiliated broker-dealer or bank
Snowden Capital Advisors LLC to Morgan Stanley
left Jun 8, 2023, registered Dec 6, 2024 (547 days) · Affiliated broker-dealer or bank to wirehouse
Fidelity Personal And Workplace Advisors to Snowden Capital Advisors LLC
left Jan 7, 2019, registered Aug 31, 2021 (967 days) · Affiliated broker-dealer or bank to another
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Huston Lorenzo left Morgan Stanley for Oppenheimer & Co. Inc. (registered 2026-06-09)
Jun 9, 2026 · Advisor changed firm · fact
Huston Lorenzo left Snowden Capital Advisors Llc for Morgan Stanley (registered 2024-12-06)
Jun 8, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address