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RIA / WealthAdvisorCertified Financial Planner36 years in industry

DAVID ALLEN BANKSTON

Advisor at RWC FOR LIFE

LUTZ, FL | NAPERVILLE, IL

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Search this name across graphsid dfx:ria:5b986ba7-3a55-736f-ce31-4870cb103a52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2003 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: RWC FOR LIFE
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 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 9, 1996
First registration: Sep 18, 2003
Dual registered: no
Other names: DAVE BANKSTON|DAVID ALLEN BANKSTON|DAVE BANKSTON
IAPD individual key: 2023688

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
RWC FOR LIFE	State registered	Feb 15, 2022	n/a	yes	LUTZ, FL\|NAPERVILLE, IL	Current employment
SIMPLICITY WEALTH	Mixed wealth	Jun 22, 2020	May 19, 2022	no	SUMMIT, NJ\|Lutz, FL	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jan 6, 2017	Sep 13, 2018	no	LUTZ, FL\|CLEARWATER, FL\|Ellenton, FL	Previous registration
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Former SEC adviser	Apr 21, 2015	Nov 29, 2016	no	LUTZ, FL\|PETALUMA, CA	Previous registration
AUSDAL FINANCIAL PARTNERS, INC.	Independent wealth	Sep 19, 2011	Feb 4, 2014	no	DAVENPORT, IA\|LUTZ, FL	Previous registration
FINANCIAL ADVISORY SERVICES OF TAMPA, INC.	n/a	Apr 28, 2011	Aug 4, 2011	no	LUTZ, FL\|TAMPA, FL\|LUTZ, FL	Previous registration
AUSDAL FINANCIAL PARTNERS, INC.	Independent wealth	Mar 12, 2007	Dec 31, 2009	no	DAVENPORT, IA\|DAVENPORT, IA\|OLATHE, KS\|LUTZ, FL	Previous registration
QA3 FINANCIAL LLC	n/a	Sep 18, 2003	Oct 31, 2006	no	LUTZ, 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
SIMPLICITY WEALTH	RWC FOR LIFE	May 19, 2022	Feb 15, 2022	-93	Firm change after gap	RIA to state RIA
FSC SECURITIES CORPORATION	SIMPLICITY WEALTH	Sep 13, 2018	Jun 22, 2020	648	Firm change after gap	Ibd to RIA
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	FSC SECURITIES CORPORATION	Nov 29, 2016	Jan 6, 2017	38	Firm change	Other
AUSDAL FINANCIAL PARTNERS, INC.	ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Feb 4, 2014	Apr 21, 2015	441	Firm change after gap	Other
FINANCIAL ADVISORY SERVICES OF TAMPA, INC.	AUSDAL FINANCIAL PARTNERS, INC.	Aug 4, 2011	Sep 19, 2011	46	Firm change	Other
AUSDAL FINANCIAL PARTNERS, INC.	FINANCIAL ADVISORY SERVICES OF TAMPA, INC.	Dec 31, 2009	Apr 28, 2011	483	Firm change after gap	Other
QA3 FINANCIAL LLC	AUSDAL FINANCIAL PARTNERS, INC.	Oct 31, 2006	Mar 12, 2007	132	Firm change	Other

Relationships

Registered with (7)

→ RWC FOR LIFERegistered adviserregistration: current employment
Feb 15, 2022 to presentfactForm ADV
→ SIMPLICITY WEALTHRegistered adviserregistration: previous registration
Jun 22, 2020 to May 19, 2022factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 6, 2017 to Sep 13, 2018factForm ADV
→ ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 21, 2015 to Nov 29, 2016factForm ADV
→ AUSDAL FINANCIAL PARTNERS, INC.Registered adviserregistration: previous registration
Sep 19, 2011 to Feb 4, 2014factForm ADV
→ FINANCIAL ADVISORY SERVICES OF TAMPA, INC.Registered adviserregistration: previous registration
Apr 28, 2011 to Aug 4, 2011factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 18, 2003 to Oct 31, 2006factForm ADV

Dated events

Occurred
May 19, 2022
Advisor changed firm
David Allen Bankston left Simplicity Wealth for Rwc For Life (registered 2022-02-15)
Form ADVobserved 6 days ago