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 Kevin Beller
Certified Financial Planner
Feed of 09/14/2026
At current firm
12 y
since Apr 16, 2014
In the industry
33 y
since Aug 30, 1993 (earliest exam, job or registration)
Prior registered firms
3
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
- Transamerica Retirement Advisors, LLC BD affiliated currentsince Apr 16, 2014 · Macomb, Mi
- Ljpr Financial Advisors formerApr 25, 2013 to Nov 20, 2013 · Troy, Mi
- Natcity Investments, Inc. unclassifiedOct 19, 2007 to Oct 2, 2009 · Troy, Mi
- Td Ameritrade, Inc. formerOct 20, 2006 to Aug 2, 2007 · Birmingham, Mi
Moves
a registration end followed by a registration begin elsewhere
- Ljpr Financial Advisors to Transamerica Retirement Advisors, LLCleft Nov 20, 2013, registered Apr 16, 2014 (147 days) · Other
- Natcity Investments, Inc. to Ljpr Financial Advisorsleft Oct 2, 2009, registered Apr 25, 2013 (1301 days) · Other
- Td Ameritrade, Inc. to Natcity Investments, Inc.left Aug 2, 2007, registered Oct 19, 2007 (78 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address