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
Olivia Brown
Certified Financial Planner
Feed of 09/14/2026
Also filed as Olivia Amor Williams
At current firm
3 y
since May 17, 2023
In the industry
14 y
since Jul 1, 2012 (earliest exam, job or registration)
Prior registered firms
2
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Hornor, Townsend & Kent, LLC independent RIA currentsince May 17, 2023 · Chandler, Az
- Strategic Advocates, LLC formerDec 6, 2022 to Apr 17, 2023 · Sacramento, Ca
- Cambridge Investment Research Advisors, Inc. BD affiliatedAug 18, 2022 to Dec 6, 2022 · Logan, Ut
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advocates, LLC to Hornor, Townsend & Kent, LLCleft Apr 17, 2023, registered May 17, 2023 (30 days) · RIA to affiliated broker-dealer or bank
- Cambridge Investment Research Advisors, Inc. to Strategic Advocates, LLCleft Dec 6, 2022, registered Dec 6, 2022 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Signals
- Olivia Brown left Strategic Advocates, Llc for Hornor, Townsend & Kent, Llc (registered 2023-05-17)Apr 17, 2023 · Advisor changed firm · fact
- Olivia Brown left Cambridge Investment Research Advisors, Inc. for Strategic Advocates, Llc (registered 2022-12-06)Dec 6, 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address