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 Andrew Curry
Feed of 09/14/2026
At current firm
0 y
since Oct 20, 2025
In the industry
13 y
since Dec 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Oct 20, 2025 · Oklahoma City, Ok
- Bok Financial Advisors BD affiliatedJan 18, 2013 to Oct 8, 2025 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Bok Financial Advisors to Cetera Investment Advisers LLCleft Oct 8, 2025, registered Oct 20, 2025 (12 days) · Affiliated broker-dealer or bank to another
Signals
- Steven Andrew Curry left Bok Financial Advisors for Cetera Investment Advisers Llc (registered 2025-10-20)Oct 8, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address