DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

SHEILA ADELE STEURY

Advisor at LANARK FINANCIAL, INC.

GRANVILLE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b2905787-5d37-9d54-0e77-5174bc6ab73e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 11, 2005 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: LANARK FINANCIAL, 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: Jun 5, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 5, 1995
First registration: Oct 11, 2005
Dual registered: yes, broker-dealer
Other names: SHEILA MASTERS|SHEILA ADELE MASTERS
IAPD individual key: 2405354

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
LANARK FINANCIAL, INC.	Bd affiliated wealth	Jan 6, 2026	n/a	yes	GRANVILLE, OH	Current employment
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Sep 25, 2009	Jan 15, 2026	no	COLUMBUS, OH\|MANSFIELD, OH\|Naples, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2007	Sep 25, 2009	no	NEW ALBANY, OH\|MANSFIELD, OH	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Oct 11, 2005	Feb 9, 2007	no	NEW ALBANY, OH\|NEW ALBANY, OH	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
STIFEL, NICOLAUS & COMPANY, INCORPORATED	LANARK FINANCIAL, INC.	Jan 15, 2026	Jan 6, 2026	-9	Firm change	Ibd to RIA
UBS FINANCIAL SERVICES INC.	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Sep 25, 2009	Sep 25, 2009	0	Bulk transfer	Wirehouse to ibd
KEYBANC CAPITAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Feb 9, 2007	Feb 9, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ LANARK FINANCIAL, INC.Registered adviserregistration: current employment
Jan 6, 2026 to presentfactForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Sep 25, 2009 to Jan 15, 2026factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2007 to Sep 25, 2009factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Oct 11, 2005 to Feb 9, 2007factForm ADV

Dated events

Occurred
Jan 15, 2026
Advisor changed firm
Sheila Adele Steury left Stifel, Nicolaus & Company, Incorporated for Lanark Financial, Inc. (registered 2026-01-06)
Form ADVobserved 6 days ago