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

RISE PRIVATE WEALTH MANAGEMENT

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

Aug 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom 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|S63

First exam

Jul 2, 2018

First registration

Aug 28, 2025

Dual registered

no

Other names

BILL STEPHENSON|WILLIAM ARTHUR STEPHENSON|William Stephenson|William Stephenson|Billy Stephenson|William A Stephenson

IAPD individual key

6647378

• Occurred

  Sep 14, 2026
  Advisor changed firm

  William Arthur Stephenson left Ameriprise Financial Services, LLC for Rise Private Wealth Management (registered 2026-09-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3dec498f-10ff-a8c3-4b78-feda7b6bebbd

First observed

Aug 28, 2025

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.