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

Nathan David Stewart

Alphacore Capital LLCindependent RIAGlendale, Co IA-onlyIAPD 5058017

Feed of 09/14/2026

Also filed as Nathan Stewart

At current firm

1 y

since Sep 25, 2024

In the industry

20 y

since Jan 31, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director of Business Development, Partnerreportedalphacore.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/nathan-stewart-093729areportedalphacore.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Alphacore Capital LLC independent RIA current
since Sep 25, 2024 · La Jolla, Ca
Capital Advisors, Inc. former
Apr 6, 2021 to Sep 20, 2024 · Tulsa, Ok
E*Trade Capital Management, LLC former
Feb 21, 2019 to Mar 19, 2021 · Centennial, Co
Wells Fargo Advisors wirehouse
Mar 5, 2018 to Jan 9, 2019 · Denver, Co
Scottrade Investment Management former
Mar 20, 2014 to Mar 9, 2018 · Saint Louis, Mo
E*Trade Capital Management, LLC former
Aug 7, 2012 to Dec 9, 2013 · Arlington, Va
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 10, 2010 to Aug 29, 2011 · Portland, Me
Strategic Advisers LLC national BD
Mar 11, 2008 to Dec 4, 2009 · Framingham, Ma

Moves

a registration end followed by a registration begin elsewhere

Capital Advisors, Inc. to Alphacore Capital LLC
left Sep 20, 2024, registered Sep 25, 2024 (5 days) · RIA to RIA
E*Trade Capital Management, LLC to Capital Advisors, Inc.
left Mar 19, 2021, registered Apr 6, 2021 (18 days) · RIA to RIA
Wells Fargo Advisors to E*Trade Capital Management, LLC
left Jan 9, 2019, registered Feb 21, 2019 (43 days) · Wirehouse to independent RIA
Scottrade Investment Management to Wells Fargo Advisors
left Mar 9, 2018, registered Mar 5, 2018 (-4 days) · Affiliated broker-dealer or bank to wirehouse
E*Trade Capital Management, LLC to Scottrade Investment Management
left Dec 9, 2013, registered Mar 20, 2014 (101 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to E*Trade Capital Management, LLC
left Aug 29, 2011, registered Aug 7, 2012 (344 days) · Other
Strategic Advisers LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 4, 2009, registered Mar 10, 2010 (96 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Nathan David Stewart left Capital Advisors, Inc. for Alphacore Capital Llc (registered 2024-09-25)
Sep 20, 2024 · 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address