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 Patrick Maher
Feed of 09/14/2026
Also filed as Steven P Maher
At current firm
3 y
since Sep 26, 2022
In the industry
14 y
since Jun 1, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cool Creek Financial state registered currentsince Sep 26, 2022 · Lancaster, Pa
- Domani Wealth, LLC formerDec 7, 2019 to Aug 22, 2022 · Lancaster, Pa
- Ehd Advisory Services, Inc. formerNov 10, 2015 to Dec 6, 2019 · Lancaster, Pa
- Global Retirement Partners LLC institutionalSep 23, 2014 to Dec 6, 2019 · Lancaster, Pa
- Financial Telesis, Inc. formerJul 14, 2014 to Dec 3, 2014 · San Rafael, Ca
Moves
a registration end followed by a registration begin elsewhere
- Domani Wealth, LLC to Cool Creek Financialleft Aug 22, 2022, registered Sep 26, 2022 (35 days) · RIA to a state-registered adviser
- Ehd Advisory Services, Inc. to Domani Wealth, LLCleft Dec 6, 2019, registered Dec 7, 2019 (1 days) · RIA to RIA · moved with a team
- Global Retirement Partners LLC to Ehd Advisory Services, Inc.left Dec 6, 2019, registered Nov 10, 2015 (-1487 days) · Other
- Financial Telesis, Inc. to Global Retirement Partners LLCleft Dec 3, 2014, registered Sep 23, 2014 (-71 days) · Other
Signals
- Steven Patrick Maher left Domani Wealth, Llc for Cool Creek Financial (registered 2022-09-26)Aug 22, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address