DFX Intelligence
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.
Registered advisor
Steven Jan Czurak
Feed of 09/15/2026
At current firm
0 y
since Jan 14, 2026
In the industry
42 y
since Jan 6, 1984 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Services Network independent RIA currentsince Jan 14, 2026 · Atlanta, Ga
- Czurak Wealth Management, LLC formerSep 7, 2012 to Aug 7, 2026 · Tyler, Tx
- Raymond James Financial Services Advisors, Inc BD affiliatedApr 21, 2011 to Aug 6, 2012 · Tyler, Tx
- RBC Capital Markets, LLC national BDSep 30, 2008 to Apr 20, 2011 · Tyler, Tx
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Oct 23, 2008 · Tyler, Tx
- Morgan Stanley Dw Inc. unclassifiedJul 8, 1994 to Apr 2, 2007 · Tyler, Tx
Moves
a registration end followed by a registration begin elsewhere
- Czurak Wealth Management, LLC to Advisory Services Networkleft Aug 7, 2026, registered Jan 14, 2026 (-205 days) · Other
- Raymond James Financial Services Advisors, Inc to Czurak Wealth Management, LLCleft Aug 6, 2012, registered Sep 7, 2012 (32 days) · Other
- RBC Capital Markets, LLC to Raymond James Financial Services Advisors, Incleft Apr 20, 2011, registered Apr 21, 2011 (1 days) · Other
- Morgan Stanley & Co. LLC to RBC Capital Markets, LLCleft Oct 23, 2008, registered Sep 30, 2008 (-23 days) · Other
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Signals
- Steven Jan Czurak left Czurak Wealth Management, Llc for Advisory Services Network (registered 2026-01-14)Aug 7, 2026 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address