Financial advisor
DEJAN DIMITRIJEVIC
At Corient · Tulsa, OK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Capital Advisors | Capital Advisors | Corient | Acquisition | May 13, 2026 | $7.8B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CORIENT | Investment adviser | July 10, 2026 | Current |
| CAPITAL ADVISORS, INC. | Investment adviser | June 30, 2023 | July 17, 2026 |
| ADVICE AND PLANNING SERVICES | Investment adviser | March 11, 2019 | May 25, 2023 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Broker-dealer | March 11, 2019 | May 25, 2023 |
| TD AMERITRADE, INC. | Investment adviser | February 27, 2018 | January 3, 2019 |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Investment adviser | February 26, 2018 | January 3, 2019 |
| TD AMERITRADE, INC. | Broker-dealer | February 26, 2018 | January 3, 2019 |
| SCOTTRADE INVESTMENT MANAGEMENT | Investment adviser | June 16, 2016 | February 26, 2018 |
| SCOTTRADE, INC. | Broker-dealer | July 11, 2001 | February 26, 2018 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.