Financial advisor
Kevin William Stillman
At Focus Partners Wealth · Carmel, IN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| EverNest Financial Advisors | EverNest Financial Advisors | Focus Partners Wealth | Acquisition | May 29, 2026 | $960M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | Investment adviser | July 2, 2026 | Current |
| EVERNEST FINANCIAL ADVISORS | Investment adviser | November 10, 2023 | August 19, 2026 |
| SANCTUARY ADVISORS, LLC | Investment adviser | November 21, 2022 | December 12, 2023 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.