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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

DAVID ALEXANDER VILENO

Advisor at AUSDAL FINANCIAL PARTNERS, INC.

TAMPA, FL | COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:283dccb4-664a-1435-8bcd-80b47f9d2976

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 2, 2012 to Sep 15, 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: AUSDAL FINANCIAL PARTNERS, INC.
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: Jul 12, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 12, 2012
First registration: Aug 2, 2012
Dual registered: yes, broker-dealer
Other names: DAVID VILENO
IAPD individual key: 5848435

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
AUSDAL FINANCIAL PARTNERS, INC.	Independent wealth	May 23, 2025	n/a	yes	TAMPA, FL\|COLORADO SPRINGS, CO	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Oct 11, 2024	May 28, 2025	no	SCOTTSDALE, AZ\|Palm Beach Gardens, FL\|Tampa, FL	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Feb 14, 2018	Oct 11, 2024	no	St. Petersburg, FL\|HOLBROOK, NY\|Tampa, FL	Previous registration
B. RILEY WEALTH ADVISORS, INC.	Bd affiliated wealth	Jun 24, 2015	Jan 24, 2018	no	VIENNA, VA\|TAMPA, FL\|TAMPA, FL	Previous registration
ASSET & FINANCIAL PLANNING, LTD	Former SEC adviser	Aug 2, 2012	May 6, 2014	no	TAMPA, FL	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
OSAIC WEALTH, INC.	AUSDAL FINANCIAL PARTNERS, INC.	May 28, 2025	May 23, 2025	-5	Firm change	Ibd to RIA
AMERICAN PORTFOLIOS ADVISORS, INC	OSAIC WEALTH, INC.	Oct 11, 2024	Oct 11, 2024	0	Bulk transfer	Ibd to ibd
B. RILEY WEALTH ADVISORS, INC.	AMERICAN PORTFOLIOS ADVISORS, INC	Jan 24, 2018	Feb 14, 2018	21	Firm change	Other
ASSET & FINANCIAL PLANNING, LTD	B. RILEY WEALTH ADVISORS, INC.	May 6, 2014	Jun 24, 2015	414	Bulk transfer	Other

Relationships

Registered with (5)

→ AUSDAL FINANCIAL PARTNERS, INC.Registered adviserregistration: current employment
May 23, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Oct 11, 2024 to May 28, 2025factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Feb 14, 2018 to Oct 11, 2024factForm ADV
→ B. RILEY WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 24, 2015 to Jan 24, 2018factForm ADV
→ ASSET & FINANCIAL PLANNING, LTDRegistered adviserregistration: previous registration
Aug 2, 2012 to May 6, 2014factForm ADV

Dated events

Occurred
May 28, 2025
Advisor changed firm
David Alexander Vileno left Osaic Wealth, Inc. for Ausdal Financial Partners, Inc. (registered 2025-05-23)
Form ADVobserved 6 days ago