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

Patricia Ann Stallworth

Mainstreet Financial Planning, Inc.state registeredIrvine, Ca IA-onlyIAPD 2467706

Certified Financial Planner

Feed of 09/15/2026

Also filed as Patricia Ann Powe

At current firm

0 y

since Apr 24, 2026

In the industry

32 y

since Apr 11, 1994 (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

Mainstreet Financial Planning, Inc. state registered current
since Apr 24, 2026 · Irvine, Ca
Ellevest independent RIA
Aug 28, 2023 to Apr 7, 2025 · Irvine, Ca
Ps Worth, LLC unclassified
Feb 9, 2023 to Mar 23, 2026 · Irvine, Ca
Facet independent RIA
Jun 1, 2021 to Jan 3, 2023 · Irvine, Ca
Eworth Advisors unclassified
Feb 18, 2020 to May 18, 2021 · Roswell, Ga
Ps Worth, LLC unclassified
Jul 27, 2004 to Jun 12, 2012 · Duluth, Ga

Moves

a registration end followed by a registration begin elsewhere

Ps Worth, LLC to Ellevest
left Mar 23, 2026, registered Aug 28, 2023 (-938 days) · Other
Ellevest to Mainstreet Financial Planning, Inc.
left Apr 7, 2025, registered Apr 24, 2026 (382 days) · RIA to a state-registered adviser
Facet to Ps Worth, LLC
left Jan 3, 2023, registered Feb 9, 2023 (37 days) · Other
Eworth Advisors to Facet
left May 18, 2021, registered Jun 1, 2021 (14 days) · Other
Ps Worth, LLC to Eworth Advisors
left Jun 12, 2012, registered Feb 18, 2020 (2807 days) · Other

Signals

Patricia Ann Stallworth left Ps Worth, Llc for Ellevest (registered 2023-08-28)
Mar 23, 2026 · Advisor changed firm · fact
Patricia Ann Stallworth left Ellevest for Mainstreet Financial Planning, Inc. (registered 2026-04-24)
Apr 7, 2025 · Advisor changed firm · fact
Patricia Ann Stallworth left Facet for Ps Worth, Llc (registered 2023-02-09)
Jan 3, 2023 · 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: STATE REGISTEREDderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address