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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

CHAD Allen STIEF

Advisor at TRUIST ADVISORY SERVICES, INC.

DALLAS, TX

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Search this name across graphsid dfx:ria:6b03bcc3-9488-cc02-2b17-6b9e22eb1768

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jun 17, 2020 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: TRUIST ADVISORY SERVICES, 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, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 16, 2020
First registration: Jun 17, 2020
Dual registered: yes, broker-dealer
Other names: CHAD STIEF|CHAD Allen STIEF
IAPD individual key: 7210464

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
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Aug 27, 2026	n/a	yes	DALLAS, TX	Current employment
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Independent wealth	Jun 2, 2023	Sep 10, 2026	no	DALLAS, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 5, 2022	May 1, 2023	no	Irving, TX\|Irving, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jun 11, 2021	May 17, 2022	no	WESTLAKE, TX	Previous registration
EDWARD JONES	National bd RIA	Jun 17, 2020	Jan 14, 2021	no	COLLEYVILLE, TX\|ST LOUIS, MO\|Arlington, TX\|ARLINGTON, 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
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	TRUIST ADVISORY SERVICES, INC.	Sep 10, 2026	Aug 27, 2026	-14	Firm change	RIA to ibd
CITIGROUP GLOBAL MARKETS INC.	TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	May 1, 2023	Jun 2, 2023	32	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CITIGROUP GLOBAL MARKETS INC.	May 17, 2022	Jul 5, 2022	49	Firm change	Ibd to ibd
EDWARD JONES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 14, 2021	Jun 11, 2021	148	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Aug 27, 2026 to presentfactForm ADV
→ TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORSRegistered adviserregistration: previous registration
Jun 2, 2023 to Sep 10, 2026factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 5, 2022 to May 1, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jun 11, 2021 to May 17, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 17, 2020 to Jan 14, 2021factForm ADV

Dated events

Occurred
Sep 10, 2026
Advisor changed firm
Chad Allen Stief left Texas Capital Bank Private Wealth Advisors for Truist Advisory Services, Inc. (registered 2026-08-27)
Form ADVobserved 4 days ago
Occurred
May 1, 2023
Advisor changed firm
Chad Allen Stief left Citigroup Global Markets Inc. for Texas Capital Bank Private Wealth Advisors (registered 2023-06-02)
Form ADVobserved 4 days ago
Occurred
May 17, 2022
Advisor changed firm
Chad Allen Stief left Fidelity Personal And Workplace Advisors for Citigroup Global Markets Inc. (registered 2022-07-05)
Form ADVobserved 4 days ago