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

Stacey Lynn Ireland

LPL Enterprise, LLCBD affiliatedDanville, Ildual registrantIAPD 4770464

Feed of 09/14/2026

Also filed as Stacey Jolley

At current firm

1 y

since Nov 14, 2024

In the industry

21 y

since Jan 31, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Enterprise, LLC BD affiliated current
since Nov 14, 2024 · Danville, Il
Pruco Securities, LLC no RAUM
Aug 22, 2024 to Nov 14, 2024 · Danville, Il
Rfg Advisory, LLC independent RIA
Jan 9, 2024 to Jul 31, 2024 · Danville, Il
LPL Financial LLC BD affiliated
Feb 14, 2023 to Jan 11, 2024 · Fort Mill, Sc
Cliftonlarsonallen Wealth Advisors, LLC BD affiliated
Jun 9, 2022 to Jan 2, 2023 · Champaign, Il
Raymond James & Associates, Inc. national BD
Sep 18, 2006 to Jun 7, 2022 · Danville, Il
Morgan Stanley Dw Inc. unclassified
Feb 16, 2005 to Sep 21, 2006 · Danville, Il

Moves

a registration end followed by a registration begin elsewhere

Pruco Securities, LLC to LPL Enterprise, LLC
left Nov 14, 2024, registered Nov 14, 2024 (0 days) · corporate re-registration, not a move
Rfg Advisory, LLC to Pruco Securities, LLC
left Jul 31, 2024, registered Aug 22, 2024 (22 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Rfg Advisory, LLC
left Jan 11, 2024, registered Jan 9, 2024 (-2 days) · Affiliated broker-dealer or bank to independent RIA
Cliftonlarsonallen Wealth Advisors, LLC to LPL Financial LLC
left Jan 2, 2023, registered Feb 14, 2023 (43 days) · Affiliated broker-dealer or bank to independent RIA
Raymond James & Associates, Inc. to Cliftonlarsonallen Wealth Advisors, LLC
left Jun 7, 2022, registered Jun 9, 2022 (2 days) · Affiliated broker-dealer or bank to another
Morgan Stanley Dw Inc. to Raymond James & Associates, Inc.
left Sep 21, 2006, registered Sep 18, 2006 (-3 days) · Other

Signals

Stacey Lynn Ireland left Rfg Advisory, Llc for Pruco Securities, Llc (registered 2024-08-22)
Jul 31, 2024 · Advisor changed firm · fact
Stacey Lynn Ireland left Lpl Financial Llc for Rfg Advisory, Llc (registered 2024-01-09)
Jan 11, 2024 · Advisor changed firm · fact
Stacey Lynn Ireland left Cliftonlarsonallen Wealth Advisors, Llc for Lpl Financial Llc (registered 2023-02-14)
Jan 2, 2023 · Advisor changed firm · fact
Stacey Lynn Ireland left Raymond James & Associates, Inc. for Cliftonlarsonallen Wealth Advisors, Llc (registered 2022-06-09)
Jun 7, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address