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RIA / WealthAdvisorCertified Financial Planner17 years in industry

KEVIN STEVENS

Advisor at FACET

WEST PALM BEACH, FL | Bella Vista, AR

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Search this name across graphsid dfx:ria:f6e27961-0359-c8f7-5244-ad4c2d407616

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 22, 2009 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: FACET
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 12, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 12, 2009
First registration: Jun 22, 2009
Dual registered: no
Other names: Kevin Stevens|KEVIN GENE STEVENS
IAPD individual key: 5646433

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
Facet	Independent wealth	Jul 15, 2026	n/a	yes	WEST PALM BEACH, FL\|Bella Vista, AR	Current employment
DEW WEALTH MANAGEMENT	Independent wealth	Sep 29, 2025	Jun 30, 2026	no	BELLA VISTA, AR\|SCOTTSDALE, AZ	Previous registration
AVID PLANNING	State registered	Aug 17, 2016	Jun 2, 2022	no	ST. PETERSBURG, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 27, 2014	Sep 26, 2016	no	ST. PETERSBURG, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 13, 2012	Oct 27, 2014	no	SAINT PETERSBURG, FL	Previous registration
EDWARD JONES	National bd RIA	Jun 22, 2009	Aug 13, 2012	no	ST LOUIS, MO\|KNOXVILLE, TN\|ST PETE BEACH, FL\|ST PETERSBURG, FL\|SAINT PETERSBURG, FL	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
DEW WEALTH MANAGEMENT	Facet	Jun 30, 2026	Jul 15, 2026	15	Firm change	RIA to RIA
AVID PLANNING	DEW WEALTH MANAGEMENT	Jun 2, 2022	Sep 29, 2025	1,215	Firm change after gap	Other
LPL FINANCIAL LLC	AVID PLANNING	Sep 26, 2016	Aug 17, 2016	-40	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Oct 27, 2014	Oct 27, 2014	0	Firm change	Other
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 13, 2012	Aug 13, 2012	0	Firm change	Ibd to wirehouse

Team moves

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

Team	Left	Joined	From	Kind
6413:284332:FL:2016-09-26	Sep 26, 2016	Aug 17, 2016	ST PETERSBURG, FL	Firm change after gap

Relationships

Registered with (6)

→ FACETRegistered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ DEW WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 29, 2025 to Jun 30, 2026factForm ADV
→ AVID PLANNINGRegistered adviserregistration: previous registration
Aug 17, 2016 to Jun 2, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 27, 2014 to Sep 26, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 13, 2012 to Oct 27, 2014factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 22, 2009 to Aug 13, 2012factForm ADV

Dated events

Occurred
Jun 30, 2026
Advisor changed firm
Kevin Stevens left Dew Wealth Management for Facet (registered 2026-07-15)
Form ADVobserved 6 days ago
Occurred
Jun 2, 2022
Advisor changed firm
Kevin Stevens left Avid Planning for Dew Wealth Management (registered 2025-09-29)
Form ADVobserved 6 days ago