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.
Advisor moves
Arrivals at Steward Partners Investment Advisory, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas C O'Neill | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2026 | Sep 9, 2026 |
| Jessica C Deluca | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2026 | Sep 9, 2026 |
| Thomas Carl O'Neill | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2026 | Sep 10, 2026 |
| Kyle Thomas Martin | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Aug 3, 2026 |
| Ashlee Bobzin | Shore Point Advisors, LLC independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2026 | Jul 20, 2026 |
| Tracy Anton | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2026 | Jun 30, 2026 |
| Ryan Andrew Brassard | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2026 | Jul 27, 2026 |
| Damon Andrew Campbell | Osaic Wealth, Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2026 | Jul 13, 2026 |
| Christopher Michael Bostick | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 13, 2026 | Jun 5, 2026 |
| Joshua Thomas Green | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 17, 2026 |
| Jeffery Jay Seitz | LPL Financial LLC BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 16, 2026 |
| Scott Del Zelniker | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2026 | Jun 5, 2026 |
| Peter Michael Dorfman | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2026 | Jun 5, 2026 |
| Jolene F Tepedino | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2026 | Jun 5, 2026 |
| Justin K Leins | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2026 | Jun 5, 2026 |
| Molly Townsend | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2026 | Jun 5, 2026 |
| Ryan Patrick Lynch | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2026 | Jun 5, 2026 |
| Jordan R Zelniker | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2026 | Jun 5, 2026 |
| Nicholas Tejeda | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2026 | Jun 5, 2026 |
| Wolf K Louis | UBS Financial Services Inc. wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 16, 2026 | Jun 15, 2026 |
| Benjamin Walter Lubow | Wells Fargo Advisors wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 8, 2026 | Jul 2, 2026 |
| Dustin Ray Tibbitts | Jazz Wealth Managers, Inc. independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2026 | May 1, 2026 |
| Eric Wayne Powell | Jazz Wealth Managers, Inc. independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2026 | May 7, 2026 |
| Christopher Klenk | Jazz Wealth Managers, Inc. independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2026 | May 7, 2026 |
| Matthew David Kulaga | Jazz Wealth Managers, Inc. independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2026 | Jun 9, 2026 |
| Haley Christine Mckay-Daily Tibbitts | Jazz Wealth Managers, Inc. independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2026 | May 6, 2026 |
| Vincent Joseph Stancato | Rockefeller Capital Management BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2026 | Jun 22, 2026 (33 d) |
| Shannon Cheah | Ae Wealth Management, LLC BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2026 | May 21, 2026 |
| Michael J Keys | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | May 1, 2026 |
| Paul Stack | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | May 1, 2026 |
| James Emory Keys | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | May 1, 2026 |
| Cynthia Marie Van Dien | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | May 1, 2026 |
| Andre Rene | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | May 1, 2026 |
| Nicholas Charles Dangelo | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | May 1, 2026 |
| Christopher William Neitz | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2026 | May 1, 2026 |
| Blake Cason | Edward Jones national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2026 | May 11, 2026 |
| Ali Geranmayeh | Uas Asset Management independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 11, 2026 | Jun 4, 2026 |
| Emily Catherine Burdett | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2026 | May 1, 2026 |
| Allison Kaczmar | Wells Fargo Advisors wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 20, 2026 | Apr 17, 2026 |
| Sean Michael Mcbrine | Osaic Wealth, Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2026 | Mar 23, 2026 |
| Robert Darryl Olenchalk | J. W. Cole Advisors, Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Mar 26, 2026 |
| Lawrence Scharf | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 13, 2026 |
| Fran Amy Scharf | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 13, 2026 |
| Jamie Beth Tobins | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 13, 2026 |
| Max J Needham | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 13, 2026 |
| Tyler M Burns | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 13, 2026 |
| David Grice Lucas | Stifel, Nicolaus & Company, Incorporated national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Feb 5, 2026 |
| Travis Munro | Momentum Independent Network Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 18, 2026 |
| Kevin Turk Watson | Stifel, Nicolaus & Company, Incorporated national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Feb 4, 2026 |
| Christopher Michael Durham | Stifel, Nicolaus & Company, Incorporated national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Feb 4, 2026 |
| Kyle Penders | Charles Schwab & Co., Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2026 | May 12, 2026 (91 d) |
| David Lum | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 3, 2026 |
| Joseph Sharpham Jones | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 6, 2026 |
| Peter Howard Silcox | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 4, 2026 |
| Druann Carter | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 5, 2026 |
| Theresa L Mcmasters | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 6, 2026 |
| Peter Francis Avonda | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 3, 2026 |
| Melissa Larson | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 4, 2026 |
| Claudia Louise Hubbs | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 5, 2026 |
| Michael Bernard Piazza | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 3, 2026 |
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481 moves match.