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Reading the graph
Advisor at STEVENS CAPITAL PARTNERS
OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STEVENS CAPITAL PARTNERS | Independent wealth | Aug 14, 2026 | n/a | yes | OMAHA, NE | Current employment |
| FISHER INVESTMENTS | Independent wealth | May 2, 2022 | Aug 12, 2026 | no | PLANO, TX|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | STEVENS CAPITAL PARTNERS | Aug 12, 2026 | Aug 14, 2026 | 2 | Firm change | RIA to RIA |