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

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Apr 2, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Apr 2, 2001

First registration

Jun 27, 2008

Dual registered

yes, broker-dealer

Other names

LENNIE D. WALTERS

IAPD individual key

4328616

• Occurred

  Sep 28, 2023
  Advisor changed firm

  Lennie Dean Walters left Ameritas Advisory Services, Llc for Steward Partners Investment Advisory, Llc (registered 2023-10-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0957157a-95c0-708d-1ec0-08e1fc8bb233

First observed

Jun 27, 2008

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.