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
Stanley Lewandoski
Feed of 09/14/2026
Also filed as Stanley Lewandoski
At current firm
8 y
since Apr 4, 2018
In the industry
24 y
since May 24, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- Arkadios Wealth Advisors BD affiliated currentsince Apr 4, 2018 · Jacksonville, Fl
- Acg Wealth Inc. formerMar 21, 2018 to Apr 2, 2018 · Jacksonville, Fl
- Triad Advisors, LLC formerJan 15, 2013 to Mar 8, 2018 · Jacksonville, Fl
- Osaic Fa, Inc. formerApr 26, 2004 to Jan 16, 2013 · Jacksonville, Fl
- Ameriprise Financial Services, LLC national BDDec 17, 2002 to Apr 19, 2004 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Acg Wealth Inc. to Arkadios Wealth Advisorsleft Apr 2, 2018, registered Apr 4, 2018 (2 days) · RIA to a newly registered adviser · moved with a team
- Triad Advisors, LLC to Acg Wealth Inc.left Mar 8, 2018, registered Mar 21, 2018 (13 days) · Other
- Osaic Fa, Inc. to Triad Advisors, LLCleft Jan 16, 2013, registered Jan 15, 2013 (-1 days) · Other
- Ameriprise Financial Services, LLC to Osaic Fa, Inc.left Apr 19, 2004, registered Apr 26, 2004 (7 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address