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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S•••••••• G• B•••••

C••••••••• F•••••••• P•••••••independent RIAMcmurray, PaIA-onlyIAPD 4558684

Feed of 09/14/2026

Also filed as Stephanie Grace Madey

At current firm

1 y

since Nov 18, 2024

In the industry

24 y

since Sep 16, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• F•••••••• P••••••• independent RIA current
since Nov 18, 2024 · Mcmurray, Pa
E••• L•• independent RIA
Jun 4, 2022 to Oct 22, 2024 · Pittsburgh, Pa
N•••••• A••••••• BD affiliated
Feb 16, 2022 to May 12, 2022 · New Orleans, La
C•••••• S••••• • C••• I••• national BD
Jul 7, 2008 to Jan 12, 2011 · Phoenix, Az
W•••• F•••• A••••••• wirehouse
Apr 10, 2008 to Jun 10, 2008 · Phoenix, Az
A••••••••• F•••••••• S•••••••• L•• national BD
Jul 9, 2003 to Jul 24, 2003 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

E••• L•• to C••••••••• F•••••••• P•••••••
left Oct 22, 2024, registered Nov 18, 2024 (27 days) · RIA to RIA
N•••••• A••••••• to E••• L••
left May 12, 2022, registered Jun 4, 2022 (23 days) · Affiliated broker-dealer or bank to independent RIA
C•••••• S••••• • C••• I••• to N•••••• A•••••••
left Jan 12, 2011, registered Feb 16, 2022 (4053 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to C•••••• S••••• • C••• I•••
left Jun 10, 2008, registered Jul 7, 2008 (27 days) · Wirehouse to affiliated broker-dealer or bank
A••••••••• F•••••••• S•••••••• L•• to W•••• F•••• A•••••••
left Jul 24, 2003, registered Apr 10, 2008 (1722 days) · Affiliated broker-dealer or bank to wirehouse

Signals

S•••••••• G• B••••• left E••• L•• for C••••••••• F•••••••• P••••••• (registered 2024-11-18)
Oct 22, 2024 · Advisor changed firm · fact
S•••••••• G• B••••• left N•••••• A••••••• for E••• L•• (registered 2022-06-04)
May 12, 2022 · 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address