This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STIVERS WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 4, 2021

First registration

Oct 20, 2021

Dual registered

no

IAPD individual key

7454194

• Occurred

  May 23, 2025
  Advisor changed firm

  Justin Brian Stivers left Corecap Advisors for Stivers Wealth Management (registered 2025-05-20)

  Form ADVobserved 6 days ago
• Occurred

  Nov 13, 2023
  Advisor changed firm

  Justin Brian Stivers left Stivers Wealth Management Llc for Corecap Advisors (registered 2024-01-17)

  Form ADVobserved 6 days ago
• Occurred

  Sep 2, 2022
  Advisor changed firm

  Justin Brian Stivers left Corecap Advisors for Stivers Wealth Management Llc (registered 2022-09-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:09265698-9ee5-81dc-1238-dc81e7c4f3d7

First observed

Oct 20, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.