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 Joe Williams
Feed of 09/14/2026
At current firm
0 y
since Oct 17, 2025
In the industry
32 y
since Jan 10, 1994 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- Verus Capital Partners, LLC independent RIA currentsince Oct 17, 2025 · Madison, Al
- Lifecourse Capital, Inc. formerFeb 25, 2005 to Oct 22, 2025 · Huntsville, Al
- Ssn Advisory, Inc. formerOct 6, 2003 to Jul 9, 2004 · Huntsville, Al
- Raymond James Financial Services, Inc. unclassifiedDec 3, 2001 to Oct 1, 2003 · Huntsville, Al
Moves
a registration end followed by a registration begin elsewhere
- Lifecourse Capital, Inc. to Verus Capital Partners, LLCleft Oct 22, 2025, registered Oct 17, 2025 (-5 days) · RIA to RIA · moved with a team
- Ssn Advisory, Inc. to Lifecourse Capital, Inc.left Jul 9, 2004, registered Feb 25, 2005 (231 days) · Other
- Raymond James Financial Services, Inc. to Ssn Advisory, Inc.left Oct 1, 2003, registered Oct 6, 2003 (5 days) · Other
Signals
- Stephen Joe Williams left Lifecourse Capital, Inc. for Verus Capital Partners, Llc (registered 2025-10-17)Oct 22, 2025 · 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address