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
Steven Samuel Christensen
Feed of 09/14/2026
Also filed as Steven Samuel Christensen
At current firm
6 y
since Jan 28, 2020
In the industry
17 y
since May 21, 2009 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Liberty Wealth Management, LLC independent RIA currentsince Jan 28, 2020 · Oakland, Ca
- Equitable Advisors, LLC national BDAug 2, 2017 to Jan 22, 2020 · San Francisco, Ca
- Mission Creek Capital Partners, Inc. independent RIANov 26, 2014 to Dec 2, 2015 · San Francisco, Ca
- Fisher Investments independent RIAMay 22, 2014 to Oct 2, 2014 · San Mateo, Ca
- Alpha Cubed Investments, LLC formerJun 12, 2013 to Mar 17, 2014 · Cupertino, Ca
- E*Trade Capital Management, LLC formerMay 26, 2009 to Jun 25, 2013 · Arlington, Va
Moves
a registration end followed by a registration begin elsewhere
- Equitable Advisors, LLC to Liberty Wealth Management, LLCleft Jan 22, 2020, registered Jan 28, 2020 (6 days) · Affiliated broker-dealer or bank to independent RIA
- Mission Creek Capital Partners, Inc. to Equitable Advisors, LLCleft Dec 2, 2015, registered Aug 2, 2017 (609 days) · RIA to affiliated broker-dealer or bank
- Fisher Investments to Mission Creek Capital Partners, Inc.left Oct 2, 2014, registered Nov 26, 2014 (55 days) · Other
- Alpha Cubed Investments, LLC to Fisher Investmentsleft Mar 17, 2014, registered May 22, 2014 (66 days) · Other
- E*Trade Capital Management, LLC to Alpha Cubed Investments, LLCleft Jun 25, 2013, registered Jun 12, 2013 (-13 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address