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
Jewels Agustin Oliquiano
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Feb 2, 2026
In the industry
12 y
since May 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Feb 2, 2026 · Honolulu, Hi
- Range Advisory, LLC independent RIAFeb 9, 2025 to Oct 20, 2025 · Mclean, Va
- Coldstream Wealth Management independent RIAMay 6, 2022 to Jan 6, 2025 · Bellevue, Wa
- Brighton Jones LLC independent RIASep 7, 2020 to Apr 14, 2022 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Range Advisory, LLC to LPL Financial LLCleft Oct 20, 2025, registered Feb 2, 2026 (105 days) · RIA to affiliated broker-dealer or bank
- Coldstream Wealth Management to Range Advisory, LLCleft Jan 6, 2025, registered Feb 9, 2025 (34 days) · RIA to RIA
- Brighton Jones LLC to Coldstream Wealth Managementleft Apr 14, 2022, registered May 6, 2022 (22 days) · RIA to RIA
Signals
- Jewels Agustin Oliquiano left Range Advisory, Llc for Lpl Financial Llc (registered 2026-02-02)Oct 20, 2025 · Advisor changed firm · fact
- Jewels Agustin Oliquiano left Coldstream Wealth Management for Range Advisory, Llc (registered 2025-02-09)Jan 6, 2025 · Advisor changed firm · fact
- Jewels Agustin Oliquiano left Brighton Jones Llc for Coldstream Wealth Management (registered 2022-05-06)Apr 14, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address