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
Omar A Morillo
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
4 y
since May 24, 2022
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Mariner Independent independent RIA currentsince May 24, 2022 · Miramar, Fl
- Octavia Wealth Advisors LLC independent RIAFeb 22, 2021 to May 16, 2022 · Miami, Fl
- Proxy Wealth Advisors LLC independent RIAJan 6, 2021 to Feb 19, 2021 · Windermere, Fl
- Equitable Advisors, LLC national BDApr 9, 2018 to Jan 11, 2021 · Ft. Lauderdale, Fl
- Hornor, Townsend & Kent, LLC independent RIAApr 21, 2016 to Apr 12, 2018 · Boca Raton, Fl
- Esi Financial Advisors independent RIAJan 25, 2016 to Mar 28, 2016 · Boca Raton, Fl
Moves
a registration end followed by a registration begin elsewhere
- Octavia Wealth Advisors LLC to Mariner Independentleft May 16, 2022, registered May 24, 2022 (8 days) · RIA to RIA
- Proxy Wealth Advisors LLC to Octavia Wealth Advisors LLCleft Feb 19, 2021, registered Feb 22, 2021 (3 days) · RIA to RIA
- Equitable Advisors, LLC to Proxy Wealth Advisors LLCleft Jan 11, 2021, registered Jan 6, 2021 (-5 days) · Affiliated broker-dealer or bank to independent RIA
- Hornor, Townsend & Kent, LLC to Equitable Advisors, LLCleft Apr 12, 2018, registered Apr 9, 2018 (-3 days) · Affiliated broker-dealer or bank to another
- Esi Financial Advisors to Hornor, Townsend & Kent, LLCleft Mar 28, 2016, registered Apr 21, 2016 (24 days) · Other
Signals
- Omar A Morillo left Octavia Wealth Advisors Llc for Mariner Independent (registered 2022-05-24)May 16, 2022 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address