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Advisor at STANTON GROUP WEALTH PARTNERS, INC.
NAPERVILLE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STANTON GROUP WEALTH PARTNERS, INC. | State registered | Dec 12, 2025 | n/a | yes | NAPERVILLE, IL | Current employment |
| SEACREST WEALTH MANAGEMENT, LLC | Independent wealth | Oct 27, 2014 | Jan 14, 2026 | no | PURCHASE, NY|NAPERVILLE, IL|NAPERVILLE, IL | Previous registration |
| B RILEY WEALTH MANAGEMENT | Former SEC adviser | Jul 29, 2011 | Sep 25, 2014 | no | Chicago, IL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Aug 12, 2011 | no | Oak Brook, IL|OAKBROOK TERRACE, IL|OAKBROOK TERRACE, IL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 24, 2007 | Jun 1, 2009 | no | OAK BROOK, IL | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Jan 27, 2005 | May 4, 2007 | no | NAPERVILLE, IL|NAPERVILLE, IL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 30, 2004 | Jan 18, 2005 | no | LAKE FOREST, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT, LLC | STANTON GROUP WEALTH PARTNERS, INC. | Jan 14, 2026 | Dec 12, 2025 | -33 | Firm change after gap | RIA to state RIA |
| B RILEY WEALTH MANAGEMENT | SEACREST WEALTH MANAGEMENT, LLC | Sep 25, 2014 | Oct 27, 2014 | 32 | Firm change | Other |
| MORGAN STANLEY | B RILEY WEALTH MANAGEMENT | Aug 12, 2011 | Jul 29, 2011 | -14 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| INVEST FINANCIAL CORPORATION | MORGAN STANLEY & CO. LLC | May 4, 2007 | Apr 24, 2007 | -10 | Firm change | Other |
| LPL FINANCIAL LLC | INVEST FINANCIAL CORPORATION | Jan 18, 2005 | Jan 27, 2005 | 9 | Firm change | Other |