Rafael De Oliveira is an investment adviser representative (IAR) with state registration records since 2015, appearing at 9 firms. Currently registered with STRATEGY FINANCIAL GROUP.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGY FINANCIAL GROUP | 2026-07-22 | present | Yes |
| LPL ENTERPRISE, LLC | 2026-01-21 | 2026-07-24 | — |
| PRINCIPAL SECURITIES, INC. | 2025-11-19 | 2026-01-29 | — |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 2025-03-19 | 2025-10-17 | — |
| PRINCIPAL SECURITIES, INC. | 2024-07-31 | 2025-02-25 | — |
| FISHER ASSET MANAGEMENT, LLC | 2022-12-08 | 2024-07-01 | — |
| CHARLES SCHWAB & CO., INC. | 2021-07-28 | 2022-09-16 | — |
| FISHER ASSET MANAGEMENT, LLC | 2018-02-14 | 2021-07-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-02-06 | 2018-02-05 | — |
| TD AMERITRADE, INC. | 2016-03-11 | 2017-01-30 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2016-03-11 | 2017-01-30 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-10-29 | 2016-03-03 | — |