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
Jason Frederick Stadsholt
Feed of 09/15/2026
At current firm
9 y
since Apr 3, 2017
In the industry
24 y
since Apr 11, 2002 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Midwestern Securities Trading Co.,LLC independent RIA currentsince Apr 3, 2017 · Havana, Il
- Osaic Institutions, Inc. BD affiliatedJun 18, 2008 to Mar 31, 2017 · Meriden, Ct
- A. G. Edwards & Sons, Inc. unclassifiedMay 23, 2002 to Jan 31, 2007 · Decatur, Il
Moves
a registration end followed by a registration begin elsewhere
- Osaic Institutions, Inc. to Midwestern Securities Trading Co.,LLCleft Mar 31, 2017, registered Apr 3, 2017 (3 days) · Other
- A. G. Edwards & Sons, Inc. to Osaic Institutions, Inc.left Jan 31, 2007, registered Jun 18, 2008 (504 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address