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.
Advisor moves
Departures from Omega Wealth Private Capital LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Corey James Cordray | Omega Wealth Private Capital LLC state registered | Cetera Investment Advisers LLC BD affiliated | Other | Jan 6, 2026 | Jan 6, 2026 |
| Phillip Anthony Hogan | Omega Wealth Private Capital LLC state registered | LPL Financial LLC BD affiliated | Other | Oct 13, 2025 | Nov 3, 2025 |
| Carter Louis Randolph | Omega Wealth Private Capital LLC state registered | Randolph Co Inc mixed wealth | Other | Feb 3, 2025 | Apr 18, 2025 (74 d) |
| Camryn Alexis Olson | Omega Wealth Private Capital LLC state registered | Invst, LLC independent RIA | Other | Jan 24, 2023 | Feb 16, 2023 |
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4 moves match.