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
Sheila Rae Stowers
Certified Financial Planner
Feed of 09/14/2026
Also filed as Sheila Rae Seago
At current firm
14 y
since Jan 25, 2012
In the industry
28 y
since Feb 23, 1998 (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
S66, 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
- Cgn Advisors, LLC independent RIA currentsince Jan 25, 2012 · Manhattan, Ks
- Charles Schwab & Co., Inc. national BDFeb 2, 2009 to Nov 25, 2009 · Austin, Tx
- Dimensional Fund Advisors LP asset managerOct 19, 2007 to Nov 18, 2008 · Austin, Tx
- Cue Financial Group, Inc. formerDec 19, 2006 to Oct 8, 2007 · Wimberley, Tx
- Strategic Advisers LLC national BDJan 10, 2001 to Jan 22, 2004 · Westlake, Tx
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Cgn Advisors, LLCleft Nov 25, 2009, registered Jan 25, 2012 (791 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Dimensional Fund Advisors LP to Charles Schwab & Co., Inc.left Nov 18, 2008, registered Feb 2, 2009 (76 days) · Other
- Cue Financial Group, Inc. to Dimensional Fund Advisors LPleft Oct 8, 2007, registered Oct 19, 2007 (11 days) · Other
- Strategic Advisers LLC to Cue Financial Group, Inc.left Jan 22, 2004, registered Dec 19, 2006 (1062 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address