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RIA / WealthAdvisorCertified Financial Planner21 years in industry

DAVID SHELLEY LECOMPTE

Advisor at SAVANT WEALTH MANAGEMENT

Birmingham, AL | ROCKFORD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:699c13d8-8c11-d64b-ee4d-ac144f195298

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 6, 2005 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: SAVANT WEALTH MANAGEMENT
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: May 5, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 5, 2005
First registration: May 6, 2005
Dual registered: no
Other names: DAVID SHELLEY LECOMPTE|DAVID SHELLEY LE COMPTE
IAPD individual key: 4920307

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
SAVANT WEALTH MANAGEMENT	Independent wealth	Dec 13, 2023	n/a	yes	ROCKFORD, IL\|Birmingham, AL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 11, 2012	Oct 29, 2012	no	BIRMINGHAM, AL	Previous registration
BRIDGEWORTH WEALTH MANAGEMENT	Former SEC adviser	Aug 16, 2012	Mar 19, 2024	no	BIRMINGHAM, AL\|BIRMINGHAM, AL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 6, 2005	Aug 16, 2012	no	BIRMINGHAM, AL\|BIRMINGHAM, AL	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
BRIDGEWORTH WEALTH MANAGEMENT	LPL FINANCIAL LLC	Mar 19, 2024	Sep 11, 2012	-4,207	Firm change after gap	Other
LPL FINANCIAL LLC	SAVANT WEALTH MANAGEMENT	Oct 29, 2012	Dec 13, 2023	4,062	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	BRIDGEWORTH WEALTH MANAGEMENT	Aug 16, 2012	Aug 16, 2012	0	Firm change	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
164100:6413:AL:2024-03-19	Mar 19, 2024	Sep 11, 2012	BIRMINGHAM, AL	Firm change after gap

Relationships

Registered with (4)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Dec 13, 2023 to presentfactForm ADV
→ BRIDGEWORTH WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 16, 2012 to Mar 19, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 11, 2012 to Oct 29, 2012factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 6, 2005 to Aug 16, 2012factForm ADV

Dated events

Occurred
Mar 19, 2024
Advisor changed firm
David Shelley Lecompte left Bridgeworth Wealth Management for Lpl Financial Llc (registered 2012-09-11)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:699c13d8-8c11-d64b-ee4d-ac144f195298
First observed: May 6, 2005
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.

DAVID SHELLEY LECOMPTE

Advisor at SAVANT WEALTH MANAGEMENT

Birmingham, AL | ROCKFORD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:699c13d8-8c11-d64b-ee4d-ac144f195298

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:33 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SAVANT WEALTH MANAGEMENT

Independent wealth

Dec 13, 2023

n/a

yes

ROCKFORD, IL|Birmingham, AL

Current employment

LPL FINANCIAL LLC

Bd affiliated wealth

Sep 11, 2012

Oct 29, 2012

BIRMINGHAM, AL

Previous registration

BRIDGEWORTH WEALTH MANAGEMENT

Former SEC adviser

Aug 16, 2012

Mar 19, 2024

BIRMINGHAM, AL|BIRMINGHAM, AL

Previous registration

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

May 6, 2005

Aug 16, 2012

BIRMINGHAM, AL|BIRMINGHAM, AL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BRIDGEWORTH WEALTH MANAGEMENT

LPL FINANCIAL LLC

Mar 19, 2024

Sep 11, 2012

-4,207

Firm change after gap

Other

LPL FINANCIAL LLC

SAVANT WEALTH MANAGEMENT

Oct 29, 2012

Dec 13, 2023

4,062

Firm change after gap

Other

AMERIPRISE FINANCIAL SERVICES, LLC

BRIDGEWORTH WEALTH MANAGEMENT

Aug 16, 2012

Firm change

Ibd to new firm

Team

Left

Joined

From

Kind

164100:6413:AL:2024-03-19

Mar 19, 2024

Sep 11, 2012

BIRMINGHAM, AL

Firm change after gap