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 Douglas Blair
Feed of 09/14/2026
At current firm
3 y
since Jun 29, 2023
In the industry
26 y
since Sep 24, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Cetera Investment Advisers LLC BD affiliated currentsince Jun 29, 2023 · Oklahoma City, Ok
- Walnut Street Securities, Inc. formerJun 17, 2005 to Sep 3, 2013 · Louisville, Ky
- Invest Financial Corporation formerJan 3, 2005 to Jun 24, 2005 · Midwest City, Ok
- Cue Financial Group, Inc. formerMar 23, 2004 to Nov 18, 2004 · Tulsa, Ok
- Morgan Stanley Dw Inc. unclassifiedNov 18, 2002 to Jun 30, 2003 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Walnut Street Securities, Inc. to Cetera Investment Advisers LLCleft Sep 3, 2013, registered Jun 29, 2023 (3586 days) · Other
- Invest Financial Corporation to Walnut Street Securities, Inc.left Jun 24, 2005, registered Jun 17, 2005 (-7 days) · Other
- Cue Financial Group, Inc. to Invest Financial Corporationleft Nov 18, 2004, registered Jan 3, 2005 (46 days) · Other
- Morgan Stanley Dw Inc. to Cue Financial Group, Inc.left Jun 30, 2003, registered Mar 23, 2004 (267 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address