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
Scott B Staudenmier
Feed of 09/14/2026
Also filed as Scott Brian Staudenmier
At current firm
0 y
since Dec 18, 2025
In the industry
27 y
since Aug 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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Robert W. Baird & Co. Incorporated mixed wealth currentsince Dec 18, 2025 · Denver, Co
- Raymond James & Associates, Inc. national BDJun 7, 2024 to Dec 15, 2025 · Boulder, Co
- Charles Schwab & Co., Inc. national BDJul 7, 2006 to Jan 9, 2024 · Englewood, Co
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to Robert W. Baird & Co. Incorporatedleft Dec 15, 2025, registered Dec 18, 2025 (3 days) · Affiliated broker-dealer or bank to independent RIA
- Charles Schwab & Co., Inc. to Raymond James & Associates, Inc.left Jan 9, 2024, registered Jun 7, 2024 (150 days) · Affiliated broker-dealer or bank to another
Signals
- Scott B Staudenmier left Raymond James & Associates, Inc. for Robert W. Baird & Co. Incorporated (registered 2025-12-18)Dec 15, 2025 · Advisor changed firm · fact
- Scott B Staudenmier left Charles Schwab & Co., Inc. for Raymond James & Associates, Inc. (registered 2024-06-07)Jan 9, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address