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

Stephanie Ann Hunter

Ascentis Independent Advisors, LLCindependent RIASewickley, Pa IA-onlyIAPD 3007128

Feed of 09/15/2026

Also filed as Stephanie Ann Hunter

At current firm

0 y

since Jan 9, 2026

In the industry

28 y

since Mar 23, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ascentis Independent Advisors, LLC independent RIA current
since Jan 9, 2026 · Dallas, Tx
Org Partners former
Oct 21, 2024 to Jan 5, 2026 · Cranberry Twp, Pa
Cetera Investment Advisers LLC BD affiliated
Jun 29, 2023 to Oct 21, 2024 · Sewickley, Pa
Cetera Advisor Networks LLC former
Nov 26, 2012 to Jun 29, 2023 · Sewickley, Pa
Wells Fargo Advisors wirehouse
May 19, 2011 to Nov 27, 2012 · Pittsburgh, Pa
Pnc Wealth Management BD affiliated
Jan 1, 2004 to May 19, 2011 · Pittsburgh, Pa
J.J.B. Hilliard, W.L. Lyons, LLC former
May 12, 2003 to Jan 1, 2004 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Org Partners to Ascentis Independent Advisors, LLC
left Jan 5, 2026, registered Jan 9, 2026 (4 days) · RIA to RIA · moved with a team
Cetera Investment Advisers LLC to Org Partners
left Oct 21, 2024, registered Oct 21, 2024 (0 days) · Affiliated broker-dealer or bank to independent RIA
Cetera Advisor Networks LLC to Cetera Investment Advisers LLC
left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
Wells Fargo Advisors to Cetera Advisor Networks LLC
left Nov 27, 2012, registered Nov 26, 2012 (-1 days) · Other
Pnc Wealth Management to Wells Fargo Advisors
left May 19, 2011, registered May 19, 2011 (0 days) · Other
J.J.B. Hilliard, W.L. Lyons, LLC to Pnc Wealth Management
left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move

Signals

Stephanie Ann Hunter left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-09)
Jan 5, 2026 · Advisor changed firm · fact
Stephanie Ann Hunter left Cetera Investment Advisers Llc for Org Partners (registered 2024-10-21)
Oct 21, 2024 · 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: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address