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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••• K• O•••

E••••• J••••national BDNew York, Nydual registrantIAPD 6735493

Certified Financial Planner

Feed of 09/14/2026

Also filed as R••• K• O•••

At current firm

0 y

since Apr 10, 2026

In the industry

10 y

since Oct 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

Registration history

IAPD current and previous registrations

E••••• J•••• national BD current
since Apr 10, 2026 · New York, Ny
C•••• I••••••••• M••••••••• L•• independent RIA
May 7, 2024 to Mar 2, 2026 · Austin, Tx
M••••• S•••••• wirehouse
Sep 27, 2022 to Aug 3, 2023 · New York, Ny
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 29, 2020 to Aug 5, 2022 · New York, Ny
C•••••• S••••• • C••• I••• national BD
May 18, 2018 to Jul 14, 2020 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

C•••• I••••••••• M••••••••• L•• to E••••• J••••
left Mar 2, 2026, registered Apr 10, 2026 (39 days) · RIA to affiliated broker-dealer or bank
M••••• S•••••• to C•••• I••••••••• M••••••••• L••
left Aug 3, 2023, registered May 7, 2024 (278 days) · Wirehouse to independent RIA
F••••••• P••••••• A•• W•••••••• A••••••• to M••••• S••••••
left Aug 5, 2022, registered Sep 27, 2022 (53 days) · Affiliated broker-dealer or bank to wirehouse
C•••••• S••••• • C••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 14, 2020, registered Jul 29, 2020 (15 days) · Affiliated broker-dealer or bank to another

Signals

Rami Odeh no longer holds an investment adviser registration (last listed at E••••• J•••• on the 2026-09-17 feed)
Sep 17, 2026 · Advisor registration ended · derived
R••• K• O••• left C•••• I••••••••• M••••••••• L•• for E••••• J•••• (registered 2026-04-10)
Mar 2, 2026 · Advisor changed firm · fact
R••• K• O••• left M••••• S•••••• for C•••• I••••••••• M••••••••• L•• (registered 2024-05-07)
Aug 3, 2023 · Advisor changed firm · fact
R••• K• O••• left F••••••• P••••••• A•• W•••••••• A••••••• for M••••• S•••••• (registered 2022-09-27)
Aug 5, 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: National broker-dealer RIAderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address