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RIA / WealthAdvisorCertified Financial Planner15 years in industry

DAVID ANTHONY ESPINEIRA

Advisor at BURTON ENRIGHT WELCH

WALNUT CREEK, CA

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Search this name across graphsid dfx:ria:0e68b1fe-3633-6ee2-0430-2830b8ac29c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 20, 2011 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: BURTON ENRIGHT WELCH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 13, 2011
First registration: Jan 20, 2011
Dual registered: no
IAPD individual key: 5848324

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
BURTON ENRIGHT WELCH	Independent wealth	Jan 1, 2025	n/a	yes	WALNUT CREEK, CA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 5, 2015	Nov 25, 2015	no	WALNUT CREEK, CA\|SAN LEANDRO, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 20, 2011	Jan 15, 2015	no	WALNUT CREEK, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 20, 2011	Jan 15, 2015	no	Walnut Creek, CA	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
WELLS FARGO ADVISORS	BURTON ENRIGHT WELCH	Nov 25, 2015	Jan 1, 2025	3,325	Firm change after gap	Wirehouse to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jan 15, 2015	Jan 20, 2011	-1,456	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jan 15, 2015	Jan 20, 2011	-1,456	Firm change after gap	Other

Relationships

Registered with (4)

→ BURTON ENRIGHT WELCHRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 5, 2015 to Nov 25, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 20, 2011 to Jan 15, 2015factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 20, 2011 to Jan 15, 2015factForm ADV

Dated events

No dated event names this entity yet.