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 George Schuller
Feed of 09/15/2026
Also filed as Stephanie George
At current firm
1 y
since Sep 8, 2025
In the industry
27 y
since Mar 1, 1999 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- First Command Advisory Services BD affiliated currentsince Sep 8, 2025 · Fort Worth, Tx
- Cetera Investment Advisers LLC BD affiliatedApr 21, 2021 to Aug 4, 2025 · Southlake, Tx
- Avantax Advisory Services formerJan 1, 2000 to Apr 9, 2021 · Irving , Tx
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to First Command Advisory Servicesleft Aug 4, 2025, registered Sep 8, 2025 (35 days) · Affiliated broker-dealer or bank to another
- Avantax Advisory Services to Cetera Investment Advisers LLCleft Apr 9, 2021, registered Apr 21, 2021 (12 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- Stephanie George Schuller left Cetera Investment Advisers Llc for First Command Advisory Services (registered 2025-09-08)Aug 4, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address