DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

JOHN PATRICK STELMAN

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sterling Heights, MI | Shelby Twp, MI | Clarkston, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4decc524-9fb9-6296-2b22-84e50bcdff27

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 17, 2010 to Sep 15, 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: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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: Nov 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: May 12, 2021
First registration: Sep 17, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 1686635

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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	May 7, 2021	n/a	yes	Shelby Twp, MI\|Sterling Heights, MI\|Clarkston, MI	Current employment
ACORN WEALTH ADVISORS, LLC	Independent wealth	Jul 11, 2018	May 5, 2021	no	GRAND BLANC, MI	Previous registration
STELMAN & ASSOCIATES, LLC	n/a	Oct 19, 2010	Mar 16, 2011	no	n/a	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Sep 17, 2010	Jul 11, 2018	no	LAKE ORION, MI\|Shelby Twp, MI	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
ACORN WEALTH ADVISORS, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	May 5, 2021	May 7, 2021	2	Firm change	RIA to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	STELMAN & ASSOCIATES, LLC	Jul 11, 2018	Oct 19, 2010	-2,822	Firm change after gap	Other
STELMAN & ASSOCIATES, LLC	ACORN WEALTH ADVISORS, LLC	Mar 16, 2011	Jul 11, 2018	2,674	Firm change after gap	Other

Relationships

Registered with (3)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Sep 17, 2010 to Jul 11, 2018factForm ADV
→ ACORN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 11, 2018 to May 5, 2021factForm ADV
→ STELMAN & ASSOCIATES, LLCRegistered adviserregistration: previous registration
Oct 19, 2010 to Mar 16, 2011factForm ADV

Dated events

No dated event names this entity yet.