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
Steven Donald Woodley
Feed of 09/15/2026
At current firm
4 y
since Nov 9, 2021
In the industry
31 y
since Jul 25, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Creative Planning Institutional Advisors, LLC institutional currentsince Nov 9, 2021 · Newport Beach, Ca
- Onedigital institutionalDec 23, 2014 to Dec 31, 2014 · Golden Valley, Mn
- Onedigital institutionalDec 22, 2014 to Jan 6, 2022 · Golden Valley, Mn
- Financial Advocates Advisory Services formerJan 28, 2014 to Dec 31, 2014 · Olympia, Wa
- LPL Financial LLC BD affiliatedJan 21, 2014 to Mar 2, 2017 · Golden Valley, Mn
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Financial Advocates Advisory Servicesleft Mar 2, 2017, registered Jan 28, 2014 (-1129 days) · Other · moved with a team
- Onedigital to Creative Planning Institutional Advisors, LLCleft Dec 31, 2014, registered Nov 9, 2021 (2505 days) · Other
- Financial Advocates Advisory Services to Onedigitalleft Dec 31, 2014, registered Dec 22, 2014 (-9 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
- Institutional managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address