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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S••••• A•••• S•••••

L••••• F••••••••• I•••BD affiliatedGranville, Ohdual registrantIAPD 2405354

Feed of 09/14/2026

Also filed as Sheila Masters

At current firm

0 y

since Jan 6, 2026

In the industry

31 y

since Jun 5, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L••••• F••••••••• I••• BD affiliated current
since Jan 6, 2026 · Granville, Oh
S•••••• N••••••• • C••••••• I••••••••• national BD
Sep 25, 2009 to Jan 15, 2026 · Columbus, Oh
U•• F•••••••• S••••••• I••• wirehouse
Feb 9, 2007 to Sep 25, 2009 · New Albany, Oh
K•••••• C•••••• M•••••• I••• unclassified
Oct 11, 2005 to Feb 9, 2007 · New Albany, Oh

Moves

a registration end followed by a registration begin elsewhere

S•••••• N••••••• • C••••••• I••••••••• to L••••• F••••••••• I•••
left Jan 15, 2026, registered Jan 6, 2026 (-9 days) · Affiliated broker-dealer or bank to independent RIA
U•• F•••••••• S••••••• I••• to S•••••• N••••••• • C••••••• I•••••••••
left Sep 25, 2009, registered Sep 25, 2009 (0 days) · corporate re-registration, not a move
K•••••• C•••••• M•••••• I••• to U•• F•••••••• S••••••• I•••
left Feb 9, 2007, registered Feb 9, 2007 (0 days) · corporate re-registration, not a move

Signals

Sheila Adele Steury left Stifel, Nicolaus & Company, Incorporated for Lanark Financial, Inc. (registered 2026-01-06)
Jan 15, 2026 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address