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
Chad Allen Stief
Feed of 09/14/2026
Also filed as Chad Stief
At current firm
0 y
since Aug 27, 2026
In the industry
10 y
since Nov 1, 2015 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Truist Advisory Services, Inc. BD affiliated currentsince Aug 27, 2026 · Dallas, Tx
- Texas Capital Bank Private Wealth Advisors independent RIAJun 2, 2023 to Sep 10, 2026 · Dallas, Tx
- Citigroup Global Markets Inc. BD affiliatedJul 5, 2022 to May 1, 2023 · Irving, Tx
- Fidelity Personal And Workplace Advisors formerJun 11, 2021 to May 17, 2022 · Westlake, Tx
- Edward Jones national BDJun 17, 2020 to Jan 14, 2021 · Colleyville, Tx
Moves
a registration end followed by a registration begin elsewhere
- Texas Capital Bank Private Wealth Advisors to Truist Advisory Services, Inc.left Sep 10, 2026, registered Aug 27, 2026 (-14 days) · RIA to affiliated broker-dealer or bank
- Citigroup Global Markets Inc. to Texas Capital Bank Private Wealth Advisorsleft May 1, 2023, registered Jun 2, 2023 (32 days) · Affiliated broker-dealer or bank to independent RIA
- Fidelity Personal And Workplace Advisors to Citigroup Global Markets Inc.left May 17, 2022, registered Jul 5, 2022 (49 days) · Affiliated broker-dealer or bank to another
- Edward Jones to Fidelity Personal And Workplace Advisorsleft Jan 14, 2021, registered Jun 11, 2021 (148 days) · Affiliated broker-dealer or bank to another
Signals
- Chad Allen Stief left Texas Capital Bank Private Wealth Advisors for Truist Advisory Services, Inc. (registered 2026-08-27)Sep 10, 2026 · Advisor changed firm · fact
- Chad Allen Stief left Citigroup Global Markets Inc. for Texas Capital Bank Private Wealth Advisors (registered 2023-06-02)May 1, 2023 · Advisor changed firm · fact
- Chad Allen Stief left Fidelity Personal And Workplace Advisors for Citigroup Global Markets Inc. (registered 2022-07-05)May 17, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address