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RIA / WealthAdvisor14 years in industry

DAVID THOMAS CARSON

Advisor at DTCARSON ASSET MANAGEMENT

TAMPA, FL

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Search this name across graphsid dfx:ria:142d9dbc-61c4-5c61-52df-bb8d3beb7d18

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2012 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: DTCARSON ASSET MANAGEMENT
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: Mar 16, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Mar 16, 2012
First registration: Mar 19, 2012
Dual registered: no
IAPD individual key: 6007815

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
DTCARSON ASSET MANAGEMENT	State registered	Nov 10, 2025	n/a	yes	TAMPA, FL	Current employment
DTCARSON ASSET MANAGEMENT	State registered	Jan 10, 2018	Dec 31, 2018	no	TAMPA, FL	Previous registration
DTCARSON ASSET MANAGEMENT	State registered	Dec 16, 2016	Dec 31, 2017	no	TAMPA, FL	Previous registration
WEALTH TEAMS ALLIANCE	Independent wealth	Jun 30, 2015	Mar 2, 2017	no	LOS ANGELES, CA\|IRVINE, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jun 12, 2013	Jun 30, 2015	no	LOS ANGELES, CA\|LOS ANGELES, CA\|LOS ANGELES, CA	Previous registration
MORGAN STANLEY	Wirehouse	Mar 19, 2012	Apr 3, 2013	no	LOS ANGELES, 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
WEALTH TEAMS ALLIANCE	DTCARSON ASSET MANAGEMENT	Mar 2, 2017	Dec 16, 2016	-76	Firm change after gap	RIA to state RIA
EQUITABLE ADVISORS, LLC	WEALTH TEAMS ALLIANCE	Jun 30, 2015	Jun 30, 2015	0	Firm change	Ibd to RIA
MORGAN STANLEY	EQUITABLE ADVISORS, LLC	Apr 3, 2013	Jun 12, 2013	70	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ DTCARSON ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 10, 2018 to Dec 31, 2018factForm ADV
→ WEALTH TEAMS ALLIANCERegistered adviserregistration: previous registration
Jun 30, 2015 to Mar 2, 2017factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 12, 2013 to Jun 30, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 19, 2012 to Apr 3, 2013factForm ADV

Dated events

No dated event names this entity yet.