J••• G•••••• S••••••••

Title

Director of Strategy and DevelopmentreportedWWW.PROWEALTHMGT.COMfirm site, Sep 16, 2026

Designations

MBAreportedprowealthmgt.comas printed on the bio page, Sep 16, 2026

Partner or owner

“John Stevenson is a Principal of P••••••••• W••••• M••••••••• S••••••• L••.”reportedprowealthmgt.comthe sentence on the bio page

p••••••••• profile url

••• LockedreportedWWW.PROWEALTHMGT.COMfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• P••••••••• W••••• M••••••••• S••••••• L•• independent RIA current
  since Jun 17, 2009 · Statesville, Nc
• L•• F•••••••• L•• BD affiliated
  Mar 17, 2005 to Jul 24, 2009 · Statesville, Nc
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Apr 9, 2003 to Mar 17, 2005 · Raleigh, Nc

• L•• F•••••••• L•• to P••••••••• W••••• M••••••••• S••••••• L••
  left Jul 24, 2009, registered Jun 17, 2009 (-37 days) · Other
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••
  left Mar 17, 2005, registered Mar 17, 2005 (0 days) · Other

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.

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