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.

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Registered advisor

S••••• M•••••

A•• W••••• M•••••••••independent RIASummit, Nj dual registrantIAPD 2152088

Feed of 09/15/2026

Also filed as Steven Joseph Musser

At current firm

14 y

since Dec 20, 2011

In the industry

36 y

since Feb 1, 1990 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••••••• W••••• mixed wealth current
since Jul 3, 2026 · San Diego, Ca
A•• W••••• M••••••••• independent RIA current
since Dec 20, 2011 · San Diego, Ca
C••••• I••••••••• A••••••• L•• BD affiliated
Sep 5, 2025 to Jan 21, 2026 · San Diego, Ca
A•••••• A••••••• S••••••• former
May 5, 2022 to Sep 5, 2025 · San Diego, Ca
F•• S••••••••• C••••••••• former
Oct 20, 2015 to May 6, 2022 · San Diego, Ca
L•• F•••••••• L•• BD affiliated
May 31, 2000 to Nov 17, 2015 · Newport Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to S••••••••• W•••••
left Jan 21, 2026, registered Jul 3, 2026 (163 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
A•••••• A••••••• S••••••• to C••••• I••••••••• A••••••• L••
left Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
F•• S••••••••• C••••••••• to A•••••• A••••••• S•••••••
left May 6, 2022, registered May 5, 2022 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
L•• F•••••••• L•• to A•• W••••• M•••••••••
left Nov 17, 2015, registered Dec 20, 2011 (-1428 days) · Other · moved with a team

Signals

S••••• M••••• left C••••• I••••••••• A••••••• L•• for S••••••••• W••••• (registered 2026-07-03)
Jan 21, 2026 · Advisor changed firm · fact
S••••• M••••• left F•• S••••••••• C••••••••• for A•••••• A••••••• S••••••• (registered 2022-05-05)
May 6, 2022 · 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: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address