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 Scott Goodell
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Sep 9, 2025
In the industry
14 y
since Feb 27, 2012 (earliest exam, job or registration)
Prior registered firms
2
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Endeavor Private Wealth, Inc. independent RIA currentsince Sep 9, 2025 · Boulder, Co
- Wells Fargo Advisors wirehouseFeb 12, 2014 to Sep 16, 2025 · Boulder, Co
- LPL Financial LLC BD affiliatedFeb 29, 2012 to Feb 21, 2014 · Yuma, Az
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Endeavor Private Wealth, Inc.left Sep 16, 2025, registered Sep 9, 2025 (-7 days) · Wirehouse to independent RIA · moved with a team
- LPL Financial LLC to Wells Fargo Advisorsleft Feb 21, 2014, registered Feb 12, 2014 (-9 days) · Other
Signals
- Steven Scott Goodell left Wells Fargo Advisors for Endeavor Private Wealth, Inc. (registered 2025-09-09)Sep 16, 2025 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address