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

SIMPLY STEWARD

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Jul 28, 2016

First registration

Apr 28, 2017

Dual registered

no

IAPD individual key

6761667

• Occurred

  Jun 29, 2023
  Advisor changed firm

  Steven Francis Cruice left Three Points Financial, Inc. for Simply Steward (registered 2023-05-31)

  Form ADVobserved 5 days ago
• Occurred

  Sep 2, 2022
  Advisor changed firm

  Steven Francis Cruice left Simply Steward for Three Points Financial, Inc. (registered 2021-11-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:de0a967e-9c0d-b6bd-d18a-57111be4dc23

First observed

Apr 28, 2017

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.