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

SB ADVISORY, 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

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S66

First exam

Sep 8, 2020

First registration

Nov 18, 2020

Dual registered

yes, broker-dealer

Other names

STEVEN GREGORY PRICE|Steven G Price

IAPD individual key

6494690

• Occurred

  Mar 3, 2026
  Advisor changed firm

  Steven Gregory Price left Cl Wealth Management Llc for Sb Advisory, Llc (registered 2026-03-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f41be1b7-3bba-34b8-58fa-d3ec5660febd

First observed

Nov 18, 2020

Last observed

Sep 15, 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.