# Rafael De Oliveira

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.

## Registration history (12)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGY FINANCIAL GROUP](https://search.stillhousedata.com/firm/164531) | 2026-07-22 | present | Yes |
| [LPL ENTERPRISE, LLC](https://search.stillhousedata.com/firm/8733) | 2026-01-21 | 2026-07-24 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2025-11-19 | 2026-01-29 | — |
| [STRATEGIC WEALTH INVESTMENT GROUP, LLC](https://search.stillhousedata.com/firm/165474) | 2025-03-19 | 2025-10-17 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2024-07-31 | 2025-02-25 | — |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2022-12-08 | 2024-07-01 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-07-28 | 2022-09-16 | — |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2018-02-14 | 2021-07-15 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-02-06 | 2018-02-05 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2016-03-11 | 2017-01-30 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2016-03-11 | 2017-01-30 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2015-10-29 | 2016-03-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6473510)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6473510.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.