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

Timothy James Stoller

Oneascent Financial Services LLCindependent RIAVan Wert, Oh IA-onlyIAPD 4064098

Feed of 09/15/2026

At current firm

2 y

since Sep 22, 2023

In the industry

26 y

since Jun 21, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Oneascent Financial Services LLC independent RIA current
since Sep 22, 2023 · Van Wert, Oh
Gateway Wealth Partners, LLC independent RIA
Oct 6, 2022 to Sep 26, 2023 · Appleton, Wi
Advisors' Pride Inc. former
Oct 29, 2014 to Oct 25, 2022 · Van Wert, Oh
LPL Financial LLC BD affiliated
Mar 13, 2012 to Oct 3, 2023 · Van Wert, Oh
Edward Jones national BD
Jan 25, 2007 to Mar 13, 2012 · Van Wert, Oh

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Advisors' Pride Inc.
left Oct 3, 2023, registered Oct 29, 2014 (-3261 days) · Other · moved with a team
Gateway Wealth Partners, LLC to Oneascent Financial Services LLC
left Sep 26, 2023, registered Sep 22, 2023 (-4 days) · RIA to RIA
Advisors' Pride Inc. to Gateway Wealth Partners, LLC
left Oct 25, 2022, registered Oct 6, 2022 (-19 days) · RIA to a newly registered adviser · moved with a team
Edward Jones to LPL Financial LLC
left Mar 13, 2012, registered Mar 13, 2012 (0 days) · Other

Signals

Timothy James Stoller left Lpl Financial Llc for Advisors' Pride Inc. (registered 2014-10-29)
Oct 3, 2023 · Advisor changed firm · fact
Timothy James Stoller left Gateway Wealth Partners, Llc for Oneascent Financial Services Llc (registered 2023-09-22)
Sep 26, 2023 · Advisor changed firm · fact
Timothy James Stoller left Advisors' Pride Inc. for Gateway Wealth Partners, Llc (registered 2022-10-06)
Oct 25, 2022 · 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address