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 Randal Wright
Personal Financial Specialist
Feed of 09/15/2026
At current firm
3 y
since Jun 20, 2023
In the industry
42 y
since Aug 1, 1984 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Kovack Advisors, Inc. BD affiliated currentsince Jun 20, 2023 · Winter Haven, Fl
- Independent Financial Partners BD affiliatedSep 22, 2022 to Jun 21, 2023 · Tampa, Fl
- Kovack Advisors, Inc. BD affiliatedFeb 22, 2010 to Sep 9, 2022 · Winter Haven, Fl
- Latitude Advisors, LLC independent RIANov 20, 2009 to Feb 19, 2010 · Winter Haven, Fl
- Medallion Advisory Services, LLC unclassifiedAug 24, 2006 to Nov 16, 2009 · Winter Haven, Fl
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to Kovack Advisors, Inc.left Jun 21, 2023, registered Jun 20, 2023 (-1 days) · Affiliated broker-dealer or bank to another
- Kovack Advisors, Inc. to Independent Financial Partnersleft Sep 9, 2022, registered Sep 22, 2022 (13 days) · Affiliated broker-dealer or bank to another · moved with a team
- Latitude Advisors, LLC to Kovack Advisors, Inc.left Feb 19, 2010, registered Feb 22, 2010 (3 days) · Other
- Medallion Advisory Services, LLC to Latitude Advisors, LLCleft Nov 16, 2009, registered Nov 20, 2009 (4 days) · Other
Signals
- Steven Randal Wright left Independent Financial Partners for Kovack Advisors, Inc. (registered 2023-06-20)Jun 21, 2023 · Advisor changed firm · fact
- Steven Randal Wright left Kovack Advisors, Inc. for Independent Financial Partners (registered 2022-09-22)Sep 9, 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
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address