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.
Feed of 09/14/2026
Also filed as Curt Robert Stauffer
At current firm
6 y
since Aug 26, 2020
In the industry
30 y
since Oct 12, 1995 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mcm Wealth independent RIA currentsince Aug 17, 2026 · Lancaster, Pa
- Cs Planning Corp independent RIA currentsince Aug 26, 2020 · Lancaster, Pa
- Realta Investment Advisors, Inc BD affiliatedDec 9, 2011 to Sep 23, 2020 · Wilmington, De
- Ehd Advisory Services, Inc. formerJan 1, 2008 to Dec 7, 2011 · Lancaster, Pa
Moves
a registration end followed by a registration begin elsewhere
- Realta Investment Advisors, Inc to Cs Planning Corpleft Sep 23, 2020, registered Aug 26, 2020 (-28 days) · Affiliated broker-dealer or bank to independent RIA
- Ehd Advisory Services, Inc. to Realta Investment Advisors, Incleft Dec 7, 2011, registered Dec 9, 2011 (2 days) · Other
Signals
No dated event on this person.
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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address