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
Joseph Anthony Stack
Certified Financial Planner
Feed of 09/15/2026
Also filed as Joe Stack
At current firm
10 y
since Jan 5, 2016
In the industry
32 y
since Mar 21, 1994 (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, 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
- World Investment Advisors, LLC other currentsince Jan 5, 2016 · Frisco, Tx
- Independent Financial Partners BD affiliatedSep 16, 2013 to Dec 31, 2015 · Dallas, Tx
- Advisor Resource Council independent RIAJun 8, 2012 to Oct 28, 2013 · Dallas, Tx
- LPL Financial LLC BD affiliatedMay 31, 2012 to Dec 31, 2015 · Dallas, Tx
- Wells Fargo Advisors wirehouseMay 1, 2009 to Jun 13, 2012 · Dallas, Tx
- UBS Financial Services Inc. wirehouseMay 25, 2001 to May 13, 2009 · Plano, Tx
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to World Investment Advisors, LLCleft Dec 31, 2015, registered Jan 5, 2016 (5 days) · Other
- LPL Financial LLC to Advisor Resource Councilleft Dec 31, 2015, registered Jun 8, 2012 (-1301 days) · Other
- Advisor Resource Council to Independent Financial Partnersleft Oct 28, 2013, registered Sep 16, 2013 (-42 days) · Other
- Wells Fargo Advisors to LPL Financial LLCleft Jun 13, 2012, registered May 31, 2012 (-13 days) · Other
- UBS Financial Services Inc. to Wells Fargo Advisorsleft May 13, 2009, registered May 1, 2009 (-12 days) · Wirehouse to wirehouse
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
- Other adviserderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address