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

VIAQUEST ADVISORS LLC

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

Jun 22, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jun 22, 1990

First registration

Jul 28, 1997

Dual registered

no

Other names

STEVE JACKSON|STEPHEN JACKSON

IAPD individual key

2036675

• Occurred

  Dec 31, 2024
  Advisor changed firm

  Stephen Maxie Jackson left Osaic Advisory Services, Llc for Viaquest Advisors Llc (registered 2025-01-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e5e5ca93-e661-8fdd-ecec-b59b68b01884

First observed

Jul 28, 1997

Last observed

Sep 14, 2026 5 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.