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.

Current firm

CASTLEVIEW PARTNERS, LLC

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

Sep 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Dec 12, 2016

First registration

Dec 12, 2016

Dual registered

no

IAPD individual key

6475492

• Occurred

  Jan 3, 2023
  Advisor changed firm

  David Allen Cain left Mercer Global Advisors Inc. for Castleview Partners, Llc (registered 2023-09-14)

  Form ADVobserved 6 days ago
• Occurred

  Jun 9, 2022
  Advisor changed firm

  David Allen Cain left Lake Point Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2021-12-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:46c15e8e-cac9-b8aa-8cd2-bbdbc16f0b8c

First observed

Dec 12, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.