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 Joseph Lemire
Feed of 09/14/2026
Also filed as Steven Joseph Lemire
At current firm
12 y
since Jul 16, 2014
In the industry
23 y
since Mar 17, 2003 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Smead Capital Management, Inc. asset manager currentsince Jul 16, 2014 · Phoenix, Az
- Viceroy Investment Advisors LLC state registeredSep 24, 2013 to Jun 16, 2014 · Everett, Wa
- Oberweis Securities, Inc. unclassifiedMar 24, 2004 to Jun 13, 2005 · North Aurora, Il
Moves
a registration end followed by a registration begin elsewhere
- Viceroy Investment Advisors LLC to Smead Capital Management, Inc.left Jun 16, 2014, registered Jul 16, 2014 (30 days) · Other
- Oberweis Securities, Inc. to Viceroy Investment Advisors LLCleft Jun 13, 2005, registered Sep 24, 2013 (3025 days) · Other
Signals
No dated event on this person.
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address