# Steven Wayne Ellis

Steven Wayne Ellis is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with SAGEOAK FINANCIAL, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAGEOAK FINANCIAL, LLC](https://search.stillhousedata.com/firm/166927) | 2021-10-04 | present | Yes |
| [LEXAURUM ADVISORS, LLC](https://search.stillhousedata.com/firm/283653) | 2017-06-30 | 2021-10-14 | — |
| [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | 2016-09-01 | 2017-07-06 | — |
| [VSR FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14503) | 2010-08-30 | 2016-11-02 | — |
| [NEXT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/46214) | 2005-02-17 | 2010-09-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1574466)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1574466.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.