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 10, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 10, 2000

First registration

Sep 10, 2012

Dual registered

yes, broker-dealer

Other names

HEATHER MARIE QUINTERO|HEATHER M QUINTERO|HEATHER M DOLCE

IAPD individual key

2482572

• Occurred

  Jun 6, 2022
  Advisor changed firm

  Heather Marie Quintero Dolce left Wells Fargo Advisors for Steward Partners Investment Advisory, Llc (registered 2024-03-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a31a1780-194a-3540-3b3e-9a6f1fd71e3c

First observed

Sep 10, 2012

Last observed

Sep 14, 2026 7 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.