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
Samuel Thomas Schuette
Feed of 09/14/2026
At current firm
3 y
since Sep 3, 2023
In the industry
20 y
since May 1, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Greenup Street Wealth Management LLC independent RIA currentsince Sep 3, 2023 · White Bear, Mn
- Onedigital institutionalDec 18, 2019 to Aug 21, 2023 · Overland Park, Ks
- Capstone Advisory Group LLC formerJun 20, 2018 to Feb 29, 2020 · Edina, Mn
- Scottrade Investment Management formerMay 24, 2016 to Mar 8, 2018 · Saint Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Onedigital to Greenup Street Wealth Management LLCleft Aug 21, 2023, registered Sep 3, 2023 (13 days) · Other
- Capstone Advisory Group LLC to Onedigitalleft Feb 29, 2020, registered Dec 18, 2019 (-73 days) · Other · moved with a team
- Scottrade Investment Management to Capstone Advisory Group LLCleft Mar 8, 2018, registered Jun 20, 2018 (104 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Samuel Thomas Schuette left Onedigital for Greenup Street Wealth Management Llc (registered 2023-09-03)Aug 21, 2023 · 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