RIA Intelligence

Business email

samuel.everett@archwaywealthstl.comreportedarchwaywealthstl.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.

• A•••••• W••••• M••••••••• L•• independent RIA current
  since Sep 18, 2023 · Kirkwood, Mo
• W•••• F•••• A••••••• wirehouse
  Aug 13, 2014 to Feb 4, 2015 · St. Louis, Mo
• W•••• F•••• A••••••• wirehouse
  Sep 26, 2011 to Oct 10, 2023 · St. Louis, Mo
• S•••••• N••••••• • C••••••• I••••••••• national BD
  Apr 16, 2010 to Sep 16, 2011 · St. Louis, Mo

• W•••• F•••• A••••••• to W•••• F•••• A•••••••
  left Oct 10, 2023, registered Aug 13, 2014 (-3345 days) · channel change inside one enterprise, not a move · moved with a team
• W•••• F•••• A••••••• to A•••••• W••••• M••••••••• L••
  left Feb 4, 2015, registered Sep 18, 2023 (3148 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
• S•••••• N••••••• • C••••••• I••••••••• to W•••• F•••• A•••••••
  left Sep 16, 2011, registered Sep 26, 2011 (10 days) · Affiliated broker-dealer or bank to wirehouse

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

16derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address