RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D•••••• S•••••
- Title
- Founder & Chief Executive Officerreportedstaviswealth.comfirm site, Sep 16, 2026
- Designations
- CFPreportedstaviswealth.comas printed on the bio page, Sep 16, 2026
- founder other
- “She is actively involved in the Houston community as a founding member of the Barbara Bush Ladies for Literacy Guild and the Barbara Bush Foundation Celebration of Reading Committee since its inception in 1994.”reportedstaviswealth.comthe sentence on the bio page
- Professional profile
- staviswealth.com/our-team/deborah-stavis-cfpreportedstaviswealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••• W••••• T••••••• S•••••••• independent RIA currentsince Oct 1, 2023 · Houston, Tx
- C•••••• independent RIAJan 31, 2023 to Apr 10, 2023 · Houston, Tx
- S••••• • C•••• P•••••• W•••••• L•• formerFeb 27, 2021 to Mar 31, 2023 · Houston, Tx
- S•• P•••••• W••••• H•••••••• L•• formerSep 24, 2009 to Mar 15, 2021 · Houston, Tx
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedAug 3, 2009 to Sep 29, 2009 · Houston, Tx
- P•• M•••••• A•••••• S••••••••• I••• formerJul 5, 2005 to Apr 22, 2008 · Houston, Tx
- F•• S••••••••• C••••••••• formerOct 20, 2004 to Aug 3, 2009 · Houston, Tx
- O•••• W•••••• I••• BD affiliatedJun 13, 1996 to Jul 24, 2003 · Houston, Tx
- C•••••• to S••••• W••••• T••••••• S••••••••left Apr 10, 2023, registered Oct 1, 2023 (174 days) · Affiliated broker-dealer or bank to a newly registered adviser
- S••••• • C•••• P•••••• W•••••• L•• to C••••••left Mar 31, 2023, registered Jan 31, 2023 (-59 days) · RIA to RIA · moved with a team
- S•• P•••••• W••••• H•••••••• L•• to S••••• • C•••• P•••••• W•••••• L••left Mar 15, 2021, registered Feb 27, 2021 (-16 days) · RIA to RIA · moved with a team
- C•••••••• I••••••••• R••••••• A•••••••• I••• to S•• P•••••• W••••• H•••••••• L••left Sep 29, 2009, registered Sep 24, 2009 (-5 days) · Other
- F•• S••••••••• C••••••••• to P•• M•••••• A•••••• S••••••••• I•••left Aug 3, 2009, registered Jul 5, 2005 (-1490 days) · Other
- P•• M•••••• A•••••• S••••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Apr 22, 2008, registered Aug 3, 2009 (468 days) · Other
- O•••• W•••••• I••• to F•• S••••••••• C•••••••••left Jul 24, 2003, registered Oct 20, 2004 (454 days) · Other
- D•••••• S••••• left Corient for S••••• W••••• T••••••• S•••••••• (registered 2023-10-01)Apr 10, 2023 · Advisor changed firm · fact
- D•••••• S••••• left S••••• • C•••• P•••••• W•••••• L•• for Corient (registered 2023-01-31)Mar 31, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address