J••••• O••••

S••••• F•••••••• G••••• I•••independent RIAVictoria, TxIA-onlyIAPD 6445274

Certified Financial Planner

Feed of 09/14/2026

Also filed as J••••• O••••

At current firm

2 y

since Aug 24, 2024

In the industry

11 y

since Jan 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFPreportedsatherfinancial.comas printed on the bio page, Sep 16, 2026
Professional profile: satherfinancial.com/team/joseph-olivereportedsatherfinancial.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

S••••• F•••••••• G••••• I••• independent RIA current
since Aug 24, 2024 · Victoria, Tx
E••••• J•••• national BD
May 6, 2022 to Aug 12, 2024 · Cuero, Tx
W•••• F•••• A••••••• wirehouse
Mar 16, 2018 to May 12, 2022 · Victoria, Tx
C•••••• S••••• • C••• I••• national BD
May 3, 2016 to Feb 6, 2018 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

E••••• J•••• to S••••• F•••••••• G••••• I•••
left Aug 12, 2024, registered Aug 24, 2024 (12 days) · Affiliated broker-dealer or bank to independent RIA
W•••• F•••• A••••••• to E••••• J••••
left May 12, 2022, registered May 6, 2022 (-6 days) · Wirehouse to affiliated broker-dealer or bank
C•••••• S••••• • C••• I••• to W•••• F•••• A•••••••
left Feb 6, 2018, registered Mar 16, 2018 (38 days) · Affiliated broker-dealer or bank to wirehouse

Signals

J••••• O•••• left E••••• J•••• for S••••• F•••••••• G••••• I••• (registered 2024-08-24)
Aug 12, 2024 · Advisor changed firm · fact
J••••• O•••• left W•••• F•••• A••••••• for E••••• J•••• (registered 2022-05-06)
May 12, 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