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

Jul 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 12, 2008

First registration

Sep 25, 2008

Dual registered

yes, broker-dealer

Other names

ROB LEWIS WALLACE|ROBBIE LEWIS WALLACE|ROBERT L WALLACE|ROBERT L WALLACE

IAPD individual key

5396927

• Occurred

  Apr 11, 2024
  Advisor changed firm

  Robert Lewis Wallace left Raymond James Financial Services Advisors, Inc for Steward Partners Investment Advisory, Llc (registered 2024-03-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:59e95512-019a-c0fb-8497-41bf8f6b5b06

First observed

Sep 25, 2008

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.