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RIA / WealthAdvisor25 years in industry

MICHAEL RAY SHARP

Advisor at STONEWATER WEALTH MANAGEMENT, INC.

CORPUS CHRISTI, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 2, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STONEWATER WEALTH MANAGEMENT, INC.
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 21, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 21, 2001
First registration: Aug 2, 2002
Dual registered: no
Other names: MICHAEL RAY SHARP
IAPD individual key: 4341733

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STONEWATER WEALTH MANAGEMENT, INC.	Former SEC adviser	Jun 15, 2022	n/a	yes	CORPUS CHRISTI, TX	Current employment
STONEWATER WEALTH MANAGEMENT, INC.	Former SEC adviser	Sep 17, 2012	Mar 23, 2022	no	CORPUS CHRISTI, TX	Previous registration
DALTON STRATEGIC INVESTMENT SERVICES INC.	n/a	Mar 24, 2008	Oct 4, 2012	no	LAGO VISTA, TX\|KNIGHTSTOWN, IN\|KNIGHTSTOWN, IN\|GRANBURY, TX	Previous registration
STRATEGIC FINANCIAL CONCEPTS, LLC	Independent wealth	Apr 13, 2007	Dec 7, 2007	no	SAN ANTONIO, TX	Previous registration
OXFORD ASSET MANAGEMENT, LLC	Former SEC adviser	Feb 3, 2006	Apr 17, 2007	no	MCALLEN, TX\|LAGO VISTA, TX	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Aug 2, 2002	Feb 15, 2006	no	HOUSTON, TX\|LAGO VISTA, TX\|LAGO VISTA, TX\|AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DALTON STRATEGIC INVESTMENT SERVICES INC.	STONEWATER WEALTH MANAGEMENT, INC.	Oct 4, 2012	Sep 17, 2012	-17	Firm change	Other
STRATEGIC FINANCIAL CONCEPTS, LLC	DALTON STRATEGIC INVESTMENT SERVICES INC.	Dec 7, 2007	Mar 24, 2008	108	Firm change	Other
OXFORD ASSET MANAGEMENT, LLC	STRATEGIC FINANCIAL CONCEPTS, LLC	Apr 17, 2007	Apr 13, 2007	-4	Firm change	Other
AMERICAN GENERAL SECURITIES INCORPORATED	OXFORD ASSET MANAGEMENT, LLC	Feb 15, 2006	Feb 3, 2006	-12	Firm change	Other

Relationships

Registered with (5)

→ STONEWATER WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 17, 2012 to Mar 23, 2022factForm ADV
→ DALTON STRATEGIC INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Mar 24, 2008 to Oct 4, 2012factForm ADV
→ STRATEGIC FINANCIAL CONCEPTS, LLCRegistered adviserregistration: previous registration
Apr 13, 2007 to Dec 7, 2007factForm ADV
→ OXFORD ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 3, 2006 to Apr 17, 2007factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Aug 2, 2002 to Feb 15, 2006factForm ADV

Dated events

No dated event names this entity yet.