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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

STUART MILLER PORTERFIELD

Advisor at &PARTNERS

NASHVILLE, TN | Richmond, VA

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:bce128f1-e729-ae36-77d3-4c22eda27f1f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 13, 2000 to Sep 15, 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: &PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 10, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 10, 1993
First registration: Jul 13, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 2350505

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
&partners	Independent wealth	Sep 28, 2023	n/a	yes	NASHVILLE, TN\|Richmond, VA\|NASHVILLE, TN	Current employment
D.A. DAVIDSON & CO.	Independent wealth	Sep 9, 2021	Aug 18, 2022	no	Richmond, VA\|SEATTLE, WA	Previous registration
RIVERFRONT INVESTMENT GROUP, LLC	Mixed wealth	Oct 21, 2010	Oct 30, 2019	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
CAPITOL SECURITIES MANAGEMENT, INC.	Independent wealth	May 6, 2010	Sep 10, 2010	no	GLEN ALLEN, VA	Previous registration
WEALTHCARE CAPITAL MANAGEMENT LLC	Independent wealth	Nov 19, 2008	Jul 27, 2009	no	RICHMOND, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 1, 2004	May 2, 2008	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 13, 2000	May 27, 2004	no	RICHMOND, VA	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
D.A. DAVIDSON & CO.	&partners	Aug 18, 2022	Sep 28, 2023	406	Firm change after gap	RIA to RIA
RIVERFRONT INVESTMENT GROUP, LLC	D.A. DAVIDSON & CO.	Oct 30, 2019	Sep 9, 2021	680	Firm change after gap	RIA to RIA
CAPITOL SECURITIES MANAGEMENT, INC.	RIVERFRONT INVESTMENT GROUP, LLC	Sep 10, 2010	Oct 21, 2010	41	Firm change	Other
WEALTHCARE CAPITAL MANAGEMENT LLC	CAPITOL SECURITIES MANAGEMENT, INC.	Jul 27, 2009	May 6, 2010	283	Firm change	Other
WELLS FARGO ADVISORS	WEALTHCARE CAPITAL MANAGEMENT LLC	May 2, 2008	Nov 19, 2008	201	Firm change	Other
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	May 27, 2004	Nov 1, 2004	158	Channel change	Wirehouse to wirehouse

Relationships

Registered with (7)

→ &PARTNERSRegistered adviserregistration: current employment
Sep 28, 2023 to presentfactForm ADV
→ D.A. DAVIDSON & CO.Registered adviserregistration: previous registration
Sep 9, 2021 to Aug 18, 2022factForm ADV
→ RIVERFRONT INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Oct 21, 2010 to Oct 30, 2019factForm ADV
→ CAPITOL SECURITIES MANAGEMENT, INC.Registered adviserregistration: previous registration
May 6, 2010 to Sep 10, 2010factForm ADV
→ WEALTHCARE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 19, 2008 to Jul 27, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 1, 2004 to May 2, 2008factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2000 to May 27, 2004factForm ADV

Dated events

Occurred
Aug 18, 2022
Advisor changed firm
Stuart Miller Porterfield left D.A. Davidson & Co. for &Partners (registered 2023-09-28)
Form ADVobserved 4 days ago