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
Sean Paul Storck
Certified Financial Planner
Feed of 09/15/2026
At current firm
6 y
since Sep 16, 2020
In the industry
20 y
since Jan 1, 2006 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Merit Financial Advisors BD affiliated currentsince Sep 16, 2020 · Lucile, Id
- Reason Financial formerJan 22, 2021 to Jun 30, 2022 · San Diego, Ca
- LPL Financial LLC BD affiliatedSep 16, 2020 to Aug 16, 2024 · Alpharetta, Ga
- Avantax Advisory Services formerOct 25, 2019 to Sep 16, 2020 · Irving, Tx
- Reason Financial formerAug 2, 2012 to Dec 31, 2020 · San Diego, Ca
- 1st Global Advisors Inc formerMay 5, 2006 to Oct 25, 2019 · El Cajon, Ca
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Merit Financial Advisorsleft Aug 16, 2024, registered Sep 16, 2020 (-1430 days) · Affiliated broker-dealer or bank to independent RIA
- Reason Financial to no registered destinationleft Jun 30, 2022 · Departure, no registered destination
- Reason Financial to Avantax Advisory Servicesleft Dec 31, 2020, registered Oct 25, 2019 (-433 days) · Other · moved with a team
- Avantax Advisory Services to LPL Financial LLCleft Sep 16, 2020, registered Sep 16, 2020 (0 days) · Affiliated broker-dealer or bank to another
- 1st Global Advisors Inc to Reason Financialleft Oct 25, 2019, registered Aug 2, 2012 (-2640 days) · Other · moved with a team
Signals
- Sean Paul Storck left Lpl Financial Llc for Merit Financial Advisors (registered 2020-09-16)Aug 16, 2024 · Advisor changed firm · fact
- Sean Paul Storck no longer registered at Reason Financial; no later IA registration on IAPDJun 30, 2022 · Advisor departure · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address