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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Mar 10, 2015

First registration

Aug 7, 2018

Dual registered

yes, broker-dealer

Other names

JEFF WHITESIDE|JEFF PAUL WHITESIDE|JEFFREY WHITESIDE

IAPD individual key

6381578

• Occurred

  Jan 28, 2025
  Advisor departed, no destination yet

  Jeffrey Paul Whiteside no longer registered at Elan Wealth Management, L.L.C.; no later IA registration on IAPD

  Form ADVobserved 5 days ago
• Occurred

  Mar 15, 2024
  Advisor changed firm

  Jeffrey Paul Whiteside left Raymond James Financial Services Advisors, Inc for Steward Partners Investment Advisory, Llc (registered 2024-03-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9cbb9e62-3225-ca85-0f01-7a13bba75c14

First observed

Aug 7, 2018

Last observed

Sep 14, 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.