OTONIEL FRANCISCO MAXWELL is an investment adviser representative (IAR) with state registration records since 2020, appearing at 6 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| FINANCIAL ENGINES ADVISORS L.L.C. | 2025-11-17 | present | Yes |
| FOCUS PARTNERS WEALTH, LLC | 2024-07-01 | 2024-10-08 | — |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 2024-03-07 | 2024-07-01 | — |
| MARINER, LLC | 2022-01-06 | 2024-01-04 | — |
| CASCADIA ADVISORY SERVICES, LLC | 2021-05-20 | 2022-01-28 | — |
| ROI FINANCIAL | 2020-11-25 | 2021-05-07 | — |