RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
R••••• L••• S••••••
- Professional profile
- linkedin.com/in/bob-stewart-5b037a31reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- C•• A••••••• L•• state registered currentsince Jun 22, 2006 · Rocky River, Oh
- T•• T••••••••• G•••• unclassifiedApr 30, 2001 to Nov 25, 2003 · Shaker Hts., Oh
- L•• F•••••••• L•• BD affiliatedJan 17, 2001 to Jun 29, 2006 · Westlake, Oh
- L•• F•••••••• L•• to T•• T••••••••• G••••left Jun 29, 2006, registered Apr 30, 2001 (-1886 days) · Other
- T•• T••••••••• G•••• to C•• A••••••• L••left Nov 25, 2003, registered Jun 22, 2006 (940 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
- STATE REGISTEREDderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address