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RIA Intelligence

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Registered advisor

S••••• L••• M•••••

C••••••••• I••••••••• A•••••••• L••independent RIATampa, Fldual registrantIAPD 4238682

Feed of 09/14/2026

Also filed as Stacey Lynn Azbell

At current firm

1 y

since Oct 1, 2024

In the industry

16 y

since Apr 21, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• I••••••••• A•••••••• L•• independent RIA current
since Oct 1, 2024 · Tampa, Fl
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
May 10, 2019 to Jul 30, 2024 · Saint Petersburg, Fl
R•••••• J•••• • A••••••••• I••• national BD
May 9, 2019 to Jul 30, 2024 · St. Petersburg, Fl
T••••••••• R••••••••• A•••••••• L•• BD affiliated
Jan 27, 2017 to Apr 23, 2019 · St. Petersburg, Fl
T••••••••• F•••••••• A•••••••• L•• BD affiliated
Jun 30, 2014 to Jan 17, 2017 · St. Petersburg, Fl
N••••••••• S••••••••• L•• no RAUM
Feb 28, 2013 to Dec 19, 2013 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C••••••••• I••••••••• A•••••••• L••
left Jul 30, 2024, registered Oct 1, 2024 (63 days) · Affiliated broker-dealer or bank to independent RIA
R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jul 30, 2024, registered May 10, 2019 (-1908 days) · Affiliated broker-dealer or bank to another
T••••••••• R••••••••• A•••••••• L•• to R•••••• J•••• • A••••••••• I•••
left Apr 23, 2019, registered May 9, 2019 (16 days) · Affiliated broker-dealer or bank to another
T••••••••• F•••••••• A•••••••• L•• to T••••••••• R••••••••• A•••••••• L••
left Jan 17, 2017, registered Jan 27, 2017 (10 days) · Other · moved with a team
N••••••••• S••••••••• L•• to T••••••••• F•••••••• A•••••••• L••
left Dec 19, 2013, registered Jun 30, 2014 (193 days) · Other

Signals

S••••• L••• M••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L•• (registered 2024-10-01)
Jul 30, 2024 · Advisor changed firm · fact
S••••• L••• M••••• left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2019-05-10)
Jul 30, 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address