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

CETERA PLANNING PARTNERS

Current firm class

independent wealth managerderived

Book size

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

Industry start

Feb 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 12, 2025

First registration

Aug 14, 2025

Dual registered

no

Other names

Jeff Stahl

IAPD individual key

7969741

• Occurred

  Dec 22, 2025
  Advisor changed firm

  Jeffrey Daniel Stahl left Raymond James Financial Services Advisors, Inc for Cetera Planning Partners (registered 2026-01-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0c0e82cb-7e6b-f259-07e2-eabb93e7e992

First observed

Aug 14, 2025

Last observed

Sep 15, 2026 5 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.