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 Alan Colavito

A.G.P / Alliance Global Partnersindependent RIANew York, Ny dual registrantIAPD 2418662

Feed of 09/14/2026

Also filed as Stephen Alan Colavito

At current firm

0 y

since Jun 29, 2026

In the industry

32 y

since Dec 8, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A.G.P / Alliance Global Partners independent RIA current
since Jun 29, 2026 · Winter Park, Fl
San Blas Advisory, Inc. independent RIA
Jun 12, 2023 to Jun 26, 2026 · Atlanta, Ga
Sb Advisory, LLC independent RIA
May 17, 2023 to Jun 26, 2026 · Atlanta, Ga
Perigon Wealth Management, LLC independent RIA
Dec 15, 2021 to Jun 12, 2023 · San Francisco, Ca
Bison Wealth, LLC former
Nov 1, 2018 to Jan 3, 2022 · Atlanta, Ga
Asset Preservation Advisors, LLC independent RIA
May 29, 2018 to Jan 2, 2019 · Atlanta, Ga
Oppenheimer & Co. Inc. BD affiliated
May 24, 2012 to Nov 2, 2015 · Atlanta, Ga
Barclays Capital Inc. former
Apr 5, 2010 to May 9, 2012 · Atlanta, Ga
Deutsche Bank Securities Inc. no RAUM
Jun 17, 2008 to Apr 15, 2010 · Atlanta, Ga
J.P. Morgan Securities LLC wirehouse
Feb 24, 2003 to Jun 26, 2008 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

San Blas Advisory, Inc. to A.G.P / Alliance Global Partners
left Jun 26, 2026, registered Jun 29, 2026 (3 days) · RIA to RIA
Sb Advisory, LLC to San Blas Advisory, Inc.
left Jun 26, 2026, registered Jun 12, 2023 (-1110 days) · RIA to RIA
Perigon Wealth Management, LLC to Sb Advisory, LLC
left Jun 12, 2023, registered May 17, 2023 (-26 days) · RIA to RIA
Bison Wealth, LLC to Perigon Wealth Management, LLC
left Jan 3, 2022, registered Dec 15, 2021 (-19 days) · RIA to RIA · moved with a team
Asset Preservation Advisors, LLC to Bison Wealth, LLC
left Jan 2, 2019, registered Nov 1, 2018 (-62 days) · RIA to RIA
Oppenheimer & Co. Inc. to Asset Preservation Advisors, LLC
left Nov 2, 2015, registered May 29, 2018 (939 days) · Other
Barclays Capital Inc. to Oppenheimer & Co. Inc.
left May 9, 2012, registered May 24, 2012 (15 days) · Other
Deutsche Bank Securities Inc. to Barclays Capital Inc.
left Apr 15, 2010, registered Apr 5, 2010 (-10 days) · Other
J.P. Morgan Securities LLC to Deutsche Bank Securities Inc.
left Jun 26, 2008, registered Jun 17, 2008 (-9 days) · Other

Signals

Stephen Alan Colavito left San Blas Advisory, Inc. for A.G.P / Alliance Global Partners (registered 2026-06-29)
Jun 26, 2026 · Advisor changed firm · fact
Stephen Alan Colavito left Sb Advisory, Llc for San Blas Advisory, Inc. (registered 2023-06-12)
Jun 26, 2026 · Advisor changed firm · fact
Stephen Alan Colavito left Perigon Wealth Management, Llc for Sb Advisory, Llc (registered 2023-05-17)
Jun 12, 2023 · Advisor changed firm · fact
Stephen Alan Colavito left Bison Wealth, Llc for Perigon Wealth Management, Llc (registered 2021-12-15)
Jan 3, 2022 · 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