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
Curtis Duane Stoltzfus
Certified Financial Planner
Feed of 09/14/2026
Also filed as Curt Stoltzfus
At current firm
3 y
since Mar 1, 2023
In the industry
31 y
since May 4, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
- Silver Oak Securities, Inc. BD affiliated currentsince Mar 1, 2023 · Allentown, Pa
- Faithward Capital asset managerNov 27, 2019 to Mar 9, 2023 · Lancaster, Pa
- Faithward Advisors, LLC independent RIAJan 4, 2007 to Aug 31, 2020 · Lancaster, Pa
- Equitable Advisors, LLC national BDAug 16, 2002 to Sep 20, 2011 · Lancaster, Pa
Moves
a registration end followed by a registration begin elsewhere
- Faithward Capital to Silver Oak Securities, Inc.left Mar 9, 2023, registered Mar 1, 2023 (-8 days) · Other
- Faithward Advisors, LLC to Faithward Capitalleft Aug 31, 2020, registered Nov 27, 2019 (-278 days) · RIA to a newly registered adviser
- Equitable Advisors, LLC to Faithward Advisors, LLCleft Sep 20, 2011, registered Jan 4, 2007 (-1720 days) · Other
Signals
- Curtis Duane Stoltzfus left Faithward Capital for Silver Oak Securities, Inc. (registered 2023-03-01)Mar 9, 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
- 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