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 Stevens Capital Partners
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 |
|---|---|---|---|---|---|
| Kevin Patrick Murphy | Fisher Investments independent RIA | Stevens Capital Partners independent RIA | RIA to RIA | Aug 12, 2026 | Aug 14, 2026 |
| Carter James Masteller | Allen Capital Group, LLC independent RIA | Stevens Capital Partners independent RIA | RIA to RIA | Apr 28, 2026 | May 11, 2026 |
| Terrance James Hutchins | Logos Financial Group unclassified | Stevens Capital Partners independent RIA | Other | Dec 31, 2025 | Aug 8, 2025 |
| Michele Ann Prell | Commonwealth Financial Network national BD | Stevens Capital Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Jan 16, 2026 |
| Caleb John Moyer | Creative Planning independent RIA | Stevens Capital Partners independent RIA | RIA to RIA | May 13, 2025 | Jun 3, 2025 |
| Ryan James Pramberg | Thrivent Investment Management Inc. BD affiliated | Stevens Capital Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 26, 2024 | Jan 30, 2025 (35 d) |
| Jacob Steven Anderson | Cwm, LLC BD affiliated | Stevens Capital Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2024 | Jan 1, 2026 (500 d) |
| Justin William Reed Carlson | Cwm, LLC BD affiliated | Stevens Capital Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2023 | Jan 1, 2026 (891 d) |
| David Rasmussen | Securities America Advisors, Inc. BD affiliated | Stevens Capital Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2022 | Jan 17, 2023 (190 d) |
| David A Stevens | Stratos Wealth Advisors LLC independent RIA | Stevens Capital Partners independent RIA | RIA to RIA | Apr 1, 2022 | Apr 17, 2023 (381 d) |
| Jason Wintersteen | Stratos Wealth Advisors LLC independent RIA | Stevens Capital Partners independent RIA | RIA to RIA | Apr 1, 2022 | May 31, 2022 (60 d) |
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11 moves match.