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RIA / WealthAdvisor40 years in industry

DAVID PETER PANKIW

Advisor at CUBIC ADVISORS, LLC

WAYNE, PA | VENICE, FL

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Search this name across graphsid dfx:ria:08afb8e3-454c-a2ab-4f1e-6ed72dffc6fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 12, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CUBIC ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Apr 21, 1986
First registration: Apr 12, 2001
Dual registered: no
IAPD individual key: 1476226

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CUBIC ADVISORS, LLC	State registered	Oct 15, 2012	n/a	yes	WAYNE, PA\|VENICE, FL	Current employment
PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2011	Jul 20, 2012	no	HAGERSTOWN, MD\|CHICAGO, IL	Previous registration
CONCORDIUS CAPITAL ADVISORS	Former SEC adviser	Nov 8, 2010	May 2, 2011	no	HAGERSTOWN, MD\|ST PETERSBURG, FL	Previous registration
BREWER INVESTMENT ADVISORS LLC	n/a	Apr 30, 2010	Nov 5, 2010	no	CHICAGO, IL	Previous registration
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 22, 2003	Apr 30, 2010	no	HAGERSTOWN, MD	Previous registration
OSAIC FA, INC.	Former SEC adviser	Oct 9, 2002	Feb 3, 2003	no	HAGERSTOWN, MD	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Apr 12, 2001	Oct 10, 2002	no	ANNAPOLIS, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.	CUBIC ADVISORS, LLC	Jul 20, 2012	Oct 15, 2012	87	Firm change	Other
CONCORDIUS CAPITAL ADVISORS	PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.	May 2, 2011	May 2, 2011	0	Firm change	Other
BREWER INVESTMENT ADVISORS LLC	CONCORDIUS CAPITAL ADVISORS	Nov 5, 2010	Nov 8, 2010	3	Firm change	Other
SPIRE WEALTH MANAGEMENT, LLC	BREWER INVESTMENT ADVISORS LLC	Apr 30, 2010	Apr 30, 2010	0	Firm change	Other
OSAIC FA, INC.	SPIRE WEALTH MANAGEMENT, LLC	Feb 3, 2003	Jan 22, 2003	-12	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	OSAIC FA, INC.	Oct 10, 2002	Oct 9, 2002	-1	Firm change	Other

Relationships

Registered with (7)

→ CUBIC ADVISORS, LLCRegistered adviserregistration: current employment
Oct 15, 2012 to presentfactForm ADV
→ PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 2, 2011 to Jul 20, 2012factForm ADV
→ CONCORDIUS CAPITAL ADVISORSRegistered adviserregistration: previous registration
Nov 8, 2010 to May 2, 2011factForm ADV
→ BREWER INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Apr 30, 2010 to Nov 5, 2010factForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 22, 2003 to Apr 30, 2010factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Oct 9, 2002 to Feb 3, 2003factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 12, 2001 to Oct 10, 2002factForm ADV

Dated events

No dated event names this entity yet.