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

May 29, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S66

First exam

May 29, 2009

First registration

Jul 15, 2009

Dual registered

yes, broker-dealer

Other names

REED SLOAT

IAPD individual key

5654701

• Occurred

  Jan 28, 2025
  Advisor departed, no destination yet

  Reed Anthony Sloat no longer registered at Elan Wealth Management, L.L.C.; no later IA registration on IAPD

  Form ADVobserved 6 days ago
• Occurred

  Mar 15, 2024
  Advisor changed firm

  Reed Anthony Sloat left Raymond James Financial Services Advisors, Inc for Steward Partners Investment Advisory, Llc (registered 2024-03-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1868eebe-b879-0e55-39ad-6514600c2f92

First observed

Jul 15, 2009

Last observed

Sep 15, 2026 6 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.