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RIA / WealthAdvisorCertified Financial Planner21 years in industry

DAVID JAMES VIGIL

Advisor at VIGIL WEALTH MANAGEMENT, LLC

PONTE VEDRA BEACH, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 7, 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: VIGIL WEALTH MANAGEMENT, 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: Jan 5, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 5, 2005
First registration: Jan 7, 2005
Dual registered: no
Other names: DAVID VIGIL
IAPD individual key: 4873382

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
VIGIL WEALTH MANAGEMENT, LLC	Independent wealth	Feb 4, 2019	n/a	yes	PONTE VEDRA BEACH, FL	Current employment
PRIVATE WEALTH	Former SEC adviser	Mar 22, 2018	Jun 1, 2018	no	PONTE VEDRA, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 24, 2017	Mar 28, 2019	no	PONTE VEDRA, FL\|STUART, FL\|PONTE VEDRA, FL	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Apr 4, 2017	Apr 27, 2017	no	PONTE VEDRA BEACH, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Sep 12, 2016	Jan 6, 2017	no	PONTE VEDRA BEACH, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Sep 19, 2016	no	Ponte Vedra Beach, FL\|PONTE VEDRA BEACH, FL\|Ponte Vedra Beach, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	May 8, 2008	Jun 1, 2009	no	PONTE VEDRA BEACH, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 7, 2005	May 21, 2008	no	JACKSONVILLE, FL\|JACKSONVILLE, 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
LPL FINANCIAL LLC	PRIVATE WEALTH	Mar 28, 2019	Mar 22, 2018	-371	Firm change after gap	Other
PRIVATE WEALTH	VIGIL WEALTH MANAGEMENT, LLC	Jun 1, 2018	Feb 4, 2019	248	Firm change	Other
TRUIST ADVISORY SERVICES, INC.	LPL FINANCIAL LLC	Apr 27, 2017	Apr 24, 2017	-3	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Jan 6, 2017	Apr 4, 2017	88	Firm change	Other
MORGAN STANLEY	SUNTRUST INVESTMENT SERVICES, INC.	Sep 19, 2016	Sep 12, 2016	-7	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY & CO. LLC	May 21, 2008	May 8, 2008	-13	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
17499:283390:FL:2017-01-06	Jan 6, 2017	Apr 4, 2017	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (8)

→ VIGIL WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 4, 2019 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 24, 2017 to Mar 28, 2019factForm ADV
→ PRIVATE WEALTHRegistered adviserregistration: previous registration
Mar 22, 2018 to Jun 1, 2018factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Apr 4, 2017 to Apr 27, 2017factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 12, 2016 to Jan 6, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Sep 19, 2016factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
May 8, 2008 to Jun 1, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 7, 2005 to May 21, 2008factForm ADV

Dated events

No dated event names this entity yet.