DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)27 years in industry

DAVID ASHLEY IOBST

Advisor at LIFEMARK SECURITIES CORP.

Middletown, DE | LEESBURG, VA

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:6f225b22-ecc6-608e-ff64-46a02fabc7ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 10, 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: LIFEMARK SECURITIES CORP.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 30, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Apr 30, 1999
First registration: Mar 10, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 3200819

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
LIFEMARK SECURITIES CORP.	Bd affiliated wealth	Jan 4, 2017	n/a	yes	Middletown, DE\|LEESBURG, VA	Current employment
DIRECTED SERVICES LLC	Former SEC adviser	Aug 13, 2009	Nov 30, 2010	no	WEST CHESTER, PA	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Feb 22, 2007	Nov 12, 2007	no	WILMINGTON, DE\|PLAINVIEW, NY\|WILMINGTON, DE	Previous registration
OSAIC FS, INC.	Former SEC adviser	Mar 10, 2005	Jan 11, 2007	no	WILMINGTON, DE\|WILMINGTON, DE	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
DIRECTED SERVICES LLC	LIFEMARK SECURITIES CORP.	Nov 30, 2010	Jan 4, 2017	2,227	Firm change after gap	Other
TOWER SQUARE SECURITIES, INC.	DIRECTED SERVICES LLC	Nov 12, 2007	Aug 13, 2009	640	Firm change after gap	Other
OSAIC FS, INC.	TOWER SQUARE SECURITIES, INC.	Jan 11, 2007	Feb 22, 2007	42	Firm change	Other

Relationships

Registered with (4)

→ LIFEMARK SECURITIES CORP.Registered adviserregistration: current employment
Jan 4, 2017 to presentfactForm ADV
→ DIRECTED SERVICES LLCRegistered adviserregistration: previous registration
Aug 13, 2009 to Nov 30, 2010factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Feb 22, 2007 to Nov 12, 2007factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Mar 10, 2005 to Jan 11, 2007factForm ADV

Dated events

No dated event names this entity yet.