# STEPHEN JAMES TOLBERT

STEPHEN JAMES TOLBERT is an investment adviser representative (IAR) with state registration records since 1990, appearing at 5 firms. Currently registered with ARAX ADVISORY PARTNERS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ARAX ADVISORY PARTNERS, LLC](https://search.stillhousedata.com/firm/133535) | 2026-07-17 | present | Yes |
| [U.S. CAPITAL WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/288199) | 2022-05-12 | 2026-07-21 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2009-01-22 | 2022-06-06 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-04-02 | 2009-01-26 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 1990-12-17 | 2007-04-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1725246)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1725246.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.
