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

Rafael De Oliveira

Strategy Financial Groupindependent RIAPhoenix, Az IA-onlyIAPD 6473510
Feed of 09/14/2026
Also filed as Rafael Galvao De Oliveira
At current firm
0 y
since Jul 22, 2026
In the industry
10 y
since Oct 28, 2015 (earliest exam, job or registration)
Prior registered firms
11
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
6
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Wealth Advisorreportedstrategyfinancialgroup.comfirm site, Sep 15, 2026
Designations
MBAreportedstrategyfinancialgroup.comas printed on the bio page, Sep 16, 2026
Years, as the firm states
11reportedstrategyfinancialgroup.com“With more than 11 years of experience in the financial services industry, Rafael is passionate about helping clients retire with confidence and stay retired through thoughtful planning and guidance.”
Professional profile
strategyfinancialgroup.com/staff-members/rafael-de-oliveirareportedstrategyfinancialgroup.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
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Rafael De Oliveira left Lpl Enterprise, Llc for Strategy Financial Group (registered 2026-07-22)
    Jul 24, 2026 · Advisor changed firm · fact
  • Rafael De Oliveira left Principal Securities, Inc. for Lpl Enterprise, Llc (registered 2026-01-21)
    Jan 29, 2026 · Advisor changed firm · fact
  • Rafael De Oliveira left Strategic Wealth Investment Group, Llc for Principal Securities, Inc. (registered 2025-11-19)
    Oct 17, 2025 · Advisor changed firm · fact
  • Rafael De Oliveira left Principal Securities, Inc. for Strategic Wealth Investment Group, Llc (registered 2025-03-19)
    Feb 25, 2025 · Advisor changed firm · fact
  • Rafael De Oliveira left Fisher Investments for Principal Securities, Inc. (registered 2024-07-31)
    Jul 1, 2024 · Advisor changed firm · fact
  • Rafael De Oliveira left Charles Schwab & Co., Inc. for Fisher Investments (registered 2022-12-08)
    Sep 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
10derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address