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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

STEPHEN PAUL UZONYI

Advisor at &PARTNERS

Oil City, PA | Clayton, MO | Pittsburgh, PA

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Search this name across graphsid dfx:ria:cba859b9-aaa5-c93a-d0a9-a4dd3779197f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 4, 2010 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: Jan 22, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jan 22, 2002
First registration: Mar 4, 2010
Dual registered: yes, broker-dealer
Other names: STEVE UZONYI
IAPD individual key: 3010365

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 12, 2025	n/a	yes	Clayton, MO\|Oil City, PA\|Pittsburgh, PA	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Sep 14, 2022	Sep 15, 2025	no	CRANBERRY TOWNSHIP, PA\|Oil City, PA\|CRANBERRY TOWNSHIP, PA\|Ridgeway, PA	Previous registration
AMUNDI ASSET MANAGEMENT US, INC.	Former SEC adviser	Jan 4, 2021	Sep 9, 2022	no	BOSTON, MA	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Aug 11, 2011	Dec 31, 2020	no	BOSTON, MA	Previous registration
DIRECTED SERVICES LLC	Former SEC adviser	Mar 4, 2010	May 6, 2010	no	WEST CHESTER, PA\|WEST CHESTER, PA\|WEST CHESTER, PA	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
RAYMOND JAMES & ASSOCIATES, INC.	&partners	Sep 15, 2025	Sep 12, 2025	-3	Firm change	Ibd to RIA
AMUNDI ASSET MANAGEMENT US, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Sep 9, 2022	Sep 14, 2022	5	Firm change	Other
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	AMUNDI ASSET MANAGEMENT US, INC.	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	Other
DIRECTED SERVICES LLC	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	May 6, 2010	Aug 11, 2011	462	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
705:3767:PA:2025-09-15	Sep 15, 2025	Sep 12, 2025	RIDGEWAY, PA	Firm change

Relationships

Registered with (5)

→ &PARTNERSRegistered adviserregistration: current employment
Sep 12, 2025 to presentfactForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Sep 14, 2022 to Sep 15, 2025factForm ADV
→ AMUNDI ASSET MANAGEMENT US, INC.Registered adviserregistration: previous registration
Jan 4, 2021 to Sep 9, 2022factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 11, 2011 to Dec 31, 2020factForm ADV
→ DIRECTED SERVICES LLCRegistered adviserregistration: previous registration
Mar 4, 2010 to May 6, 2010factForm ADV

Dated events

Occurred
Sep 15, 2025
Advisor changed firm
Stephen Paul Uzonyi left Raymond James & Associates, Inc. for &Partners (registered 2025-09-12)
Form ADVobserved 5 days ago
Occurred
Sep 9, 2022
Advisor changed firm
Stephen Paul Uzonyi left Amundi Asset Management Us, Inc. for Raymond James & Associates, Inc. (registered 2022-09-14)
Form ADVobserved 5 days ago