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.
Feed of 09/14/2026
At current firm
0 y
since Feb 13, 2026
In the industry
12 y
since Aug 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Prairie Advisory, LLC other currentsince Feb 13, 2026 · Leawood, Ks
- Wealthcare Advisory Partners LLC BD affiliatedJun 25, 2025 to May 15, 2026 · Leawood, Ks
- Edward Jones national BDNov 23, 2018 to Aug 22, 2019 · Kansas City, Mo
Moves
a registration end followed by a registration begin elsewhere
- Wealthcare Advisory Partners LLC to Prairie Advisory, LLCleft May 15, 2026, registered Feb 13, 2026 (-91 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Edward Jones to Wealthcare Advisory Partners LLCleft Aug 22, 2019, registered Jun 25, 2025 (2134 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Stephen Michael Burns left Wealthcare Advisory Partners Llc for Prairie Advisory, Llc (registered 2026-02-13)May 15, 2026 · 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
- Other adviserderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address