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 Ann Zahoranski
Feed of 09/14/2026
Also filed as Stacey Ann Haymon
At current firm
8 y
since Nov 1, 2017
In the industry
19 y
since Aug 14, 2007 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Oneascent Financial Services LLC independent RIA currentsince Nov 1, 2017 · Akron, Oh
- Beacon Wealth Consultants, Inc. independent RIAJul 9, 2013 to Nov 29, 2017 · Akron, Oh
- Wells Fargo Advisors wirehouseDec 20, 2010 to Jul 9, 2013 · Akron, Oh
- Robert W. Baird & Co. Incorporated mixed wealthFeb 2, 2009 to Dec 20, 2010 · Akron, Oh
- Citigroup Global Markets Inc. BD affiliatedSep 20, 2007 to Jan 30, 2009 · Akron, Oh
Moves
a registration end followed by a registration begin elsewhere
- Beacon Wealth Consultants, Inc. to Oneascent Financial Services LLCleft Nov 29, 2017, registered Nov 1, 2017 (-28 days) · Other · moved with a team
- Wells Fargo Advisors to Beacon Wealth Consultants, Inc.left Jul 9, 2013, registered Jul 9, 2013 (0 days) · Other
- Robert W. Baird & Co. Incorporated to Wells Fargo Advisorsleft Dec 20, 2010, registered Dec 20, 2010 (0 days) · Other
- Citigroup Global Markets Inc. to Robert W. Baird & Co. Incorporatedleft Jan 30, 2009, registered Feb 2, 2009 (3 days) · Other
Signals
No dated event on this person.
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address