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
Stacy Ann Calder
Feed of 09/15/2026
Also filed as Stacy Ann Stokes
At current firm
9 y
since Mar 21, 2017
In the industry
25 y
since Feb 15, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Blackridge Asset Management, LLC independent RIA currentsince Mar 21, 2017 · Jupiter, Fl
- Next Financial Group, Inc. formerMar 3, 2008 to Mar 20, 2017 · Shelby Township, Mi
- Capital Financial Services, Inc. formerOct 18, 2005 to Mar 3, 2008 · Roseville, Ca
- Jesup & Lamont Advisors unclassifiedFeb 6, 2004 to Oct 19, 2005 · Shelby Township, Mi
Moves
a registration end followed by a registration begin elsewhere
- Next Financial Group, Inc. to Blackridge Asset Management, LLCleft Mar 20, 2017, registered Mar 21, 2017 (1 days) · Other
- Capital Financial Services, Inc. to Next Financial Group, Inc.left Mar 3, 2008, registered Mar 3, 2008 (0 days) · Other
- Jesup & Lamont Advisors to Capital Financial Services, Inc.left Oct 19, 2005, registered Oct 18, 2005 (-1 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address