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 Tyler Moyer
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Steve T Moyer
At current firm
4 y
since Aug 25, 2022
In the industry
16 y
since Oct 30, 2009 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mariner BD affiliated currentsince Aug 25, 2022 · Persakie, Pa
- Sfg Investment Advisors, Inc. formerMay 8, 2019 to Sep 8, 2021 · Doylestown, Pa
- Everence Trust Company formerFeb 25, 2011 to Apr 30, 2019 · Souderton, Pa
- Concourse Financial Group Advisors formerOct 14, 2010 to May 16, 2019 · Souderton, Pa
- Pruco Securities, LLC no RAUMDec 15, 2009 to Sep 21, 2010 · Warrington, Pa
Moves
a registration end followed by a registration begin elsewhere
- Sfg Investment Advisors, Inc. to Marinerleft Sep 8, 2021, registered Aug 25, 2022 (351 days) · RIA to affiliated broker-dealer or bank
- Concourse Financial Group Advisors to Everence Trust Companyleft May 16, 2019, registered Feb 25, 2011 (-3002 days) · Other
- Everence Trust Company to Sfg Investment Advisors, Inc.left Apr 30, 2019, registered May 8, 2019 (8 days) · RIA to RIA
- Pruco Securities, LLC to Concourse Financial Group Advisorsleft Sep 21, 2010, registered Oct 14, 2010 (23 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address