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
Stephen Russell Story
Feed of 09/14/2026
Also filed as Russ Story
At current firm
0 y
since Mar 30, 2026
In the industry
36 y
since Jan 2, 1990 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Mar 30, 2026 · Douglas, Ga
- Cetera Investment Advisers LLC BD affiliatedMar 20, 2023 to Apr 1, 2026 · Perry, Fl
- Cetera Advisor Networks LLC formerMar 22, 2021 to Jun 29, 2023 · Douglas, Ga
- Summit Financial Group Inc formerAug 18, 2014 to May 20, 2021 · Douglas, Ga
- Wilbanks Securities Advisory formerSep 9, 2003 to Sep 9, 2003 · Douglas, Ga
- Cantella & Co., Inc. formerSep 8, 2003 to Aug 25, 2014 · Douglas, Ga
- Raymond James Financial Services, Inc. unclassifiedAug 4, 2003 to Aug 27, 2003 · Douglas, Ga
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Cambridge Investment Research Advisors, Inc.left Apr 1, 2026, registered Mar 30, 2026 (-2 days) · Affiliated broker-dealer or bank to another
- Cetera Advisor Networks LLC to Cetera Investment Advisers LLCleft Jun 29, 2023, registered Mar 20, 2023 (-101 days) · corporate re-registration, not a move
- Summit Financial Group Inc to Cetera Advisor Networks LLCleft May 20, 2021, registered Mar 22, 2021 (-59 days) · channel change inside one enterprise, not a move · moved with a team
- Cantella & Co., Inc. to Wilbanks Securities Advisoryleft Aug 25, 2014, registered Sep 9, 2003 (-4003 days) · Other
- Wilbanks Securities Advisory to Summit Financial Group Incleft Sep 9, 2003, registered Aug 18, 2014 (3996 days) · Other
- Raymond James Financial Services, Inc. to Cantella & Co., Inc.left Aug 27, 2003, registered Sep 8, 2003 (12 days) · Other
Signals
- Stephen Russell Story left Cetera Investment Advisers Llc for Cambridge Investment Research Advisors, Inc. (registered 2026-03-30)Apr 1, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address