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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

TRADEWAY

DESIGNER TECHNOLOGIES, INC., CRD 281879

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:7a4d28be-c1d9-6ff4-f250-c99a4e209e7b

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 5
On other graphs: 0
Observed: Mar 22, 2016 to Mar 27, 2026
33 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $89.2MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $89.2M
Private client RAUM: $89.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $7.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 36
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,019
Individual clients: 601
High net worth clients: 10
SEC number: 801-107518
CIK: 2022865
CRD: 281879
Filings on the tape: 33
First filed: Mar 22, 2016
Latest filed: Mar 27, 2026
Organised: Corporation, TX
Website: tradeway.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Peter Stephen Breidt	n/a	Colorado Springs, CO \| MEXIA, TX	10	32	n/a	no
Blair Michael Nightingale	n/a	Redding, CA \| MEXIA, TX	10	11	n/a	no
Ross G. Querry	n/a	MEXIA, TX \| Rowlett, TX	10	25	n/a	no
David Vincent Huber	n/a	MEXIA, TX	9	16	n/a	no
Jenny May Taylor	n/a	MEXIA, TX	9	16	n/a	no
Jared Russell	n/a	San Antonio, TX	9	9	n/a	no
David Vincent Huber	n/a	MEXIA, TX	6	21	n/a	no
Geoffrey M Nance	n/a	MEXIA, TX	6	16	n/a	no
CASIN KOY SOUTH	n/a	MEXIA, TX	3	12	1	no
Dennis Stanley Foster	n/a	MEXIA, TX	3	20	n/a	no
Caleb Michael Pritchett	n/a	MEXIA, TX	3	10	n/a	no
Noah Michael Hernandez	n/a	MEXIA, TX	3	19	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLOOD, DIANA, STUCKEY	CHIEF COMPLIANCE OFFICER	Na	yes	08/2019	Aug 20, 2019	Aug 28, 2024
CALVERT, COLIN, CLIFTON	CHIEF FINANCIAL OFFICER	Na	yes	02/2020	May 22, 2024	Aug 28, 2024
Huber, David, Vincent	EXECUTIVE VICE PRESIDENT	Na	yes	07/2005	Mar 22, 2016	Aug 28, 2024
HUBER, KATHRYN, VIRGINIA	CHIEF EXECUTIVE OFFICER	Na	yes	07/2024	Mar 22, 2016	Aug 28, 2024
Mitchell, Charlotte, Kay	Vp	D	yes	07/1999	Mar 22, 2016	Aug 28, 2024
Mitchell, David, Parker	CHAIRMAN OF THE BOARD OF DIRECTORS	D	yes	07/2024	Mar 22, 2016	Aug 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$89.2M	$89.2M	36	13	0	n/a	n/a
2023	Mar 25, 2024	$77.7M	$77.7M	43	17	0	n/a	n/a
2022	Mar 31, 2023	$53.4M	$53.4M	37	11	0	n/a	n/a
2021	Jun 30, 2022	$40.5M	$40.5M	26	15	0	n/a	n/a
2020	Mar 31, 2021	n/a	n/a	26	15	0	n/a	n/a
2019	Mar 17, 2020	n/a	n/a	26	15	0	n/a	n/a
2018	Mar 6, 2019	n/a	n/a	32	17	0	n/a	n/a
2017	Mar 26, 2018	n/a	n/a	32	10	0	n/a	n/a
2016	Mar 16, 2017	n/a	n/a	32	10	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	8.3%	0	1	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$89.2M	n/a	n/a	$53.4M	18.7%	36	n/a	0	n/a

Relationships

Registered with (13)

← Caleb Michael PritchettAdvisorregistration: current employment
Aug 18, 2023 to presentfactForm ADV
← Noah Michael HernandezAdvisorregistration: current employment
Aug 18, 2023 to presentfactForm ADV
← Dennis Stanley FosterAdvisorregistration: current employment
Jul 10, 2023 to presentfactForm ADV
← CASIN KOY SOUTHAdvisorregistration: current employment
Jul 6, 2023 to presentfactForm ADV
← David Vincent HuberAdvisorregistration: current employment
Jul 9, 2020 to presentfactForm ADV
← Geoffrey M NanceAdvisorregistration: current employment
Jul 9, 2020 to presentfactForm ADV
← Jared RussellAdvisorregistration: current employment
Jul 26, 2017 to presentfactForm ADV
← Jenny May TaylorAdvisorregistration: current employment
Jun 28, 2017 to presentfactForm ADV
← David Vincent HuberAdvisorregistration: current employment
Oct 10, 2016 to presentfactForm ADV
← Ross G. QuerryAdvisorregistration: current employment
Aug 1, 2016 to presentfactForm ADV
← Blair Michael NightingaleAdvisorregistration: current employment
Jun 29, 2016 to presentfactForm ADV
← Peter Stephen BreidtAdvisorregistration: current employment
Jun 20, 2016 to presentfactForm ADV
← JOSEPH Malcolm BUCHYAdvisorregistration: previous registration
Oct 27, 2016 to Dec 4, 2018factForm ADV

Controls (6)

← Mitchell, David, ParkerOwnerCHAIRMAN OF THE BOARD OF DIRECTORS, ownership code D, individual
Mar 22, 2016 to Aug 28, 2024factForm ADV
← Mitchell, Charlotte, KayOwnerVP, ownership code D, individual
Mar 22, 2016 to Aug 28, 2024factForm ADV
← HUBER, KATHRYN, VIRGINIAOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 22, 2016 to Aug 28, 2024factForm ADV
← Huber, David, VincentOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 22, 2016 to Aug 28, 2024factForm ADV
← BLOOD, DIANA, STUCKEYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 20, 2019 to Aug 28, 2024factForm ADV
← CALVERT, COLIN, CLIFTONOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
May 22, 2024 to Aug 28, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 9, 2026
Advisor changed firm
David Verbruggen left Tradeway for Integrity Investing (registered 2026-09-15)
Form ADVobserved 4 days ago
Occurred
May 22, 2024
Control person joined
Colin Calvert (Chief Financial Officer) appeared on Schedule A of Tradeway
Form ADVobserved 5 days ago
Occurred
Aug 20, 2019
Control person joined
Diana Blood (Chief Compliance Officer) appeared on Schedule A of Tradeway
Form ADVobserved 5 days ago
Occurred
Mar 22, 2016
First Form ADV filing
Neuventure On Wall Street filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 26, 2018
Tradeway reported 20 state-registered advisory representatives, up from 10 (2017-12-12 to 2018-03-26)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a4d28be-c1d9-6ff4-f250-c99a4e209e7b
First observed: Mar 22, 2016
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

TRADEWAY

DESIGNER TECHNOLOGIES, INC., CRD 281879

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:7a4d28be-c1d9-6ff4-f250-c99a4e209e7b

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Peter Stephen Breidt

n/a

Colorado Springs, CO | MEXIA, TX

n/a

Blair Michael Nightingale

n/a

Redding, CA | MEXIA, TX

n/a

Ross G. Querry

n/a

MEXIA, TX | Rowlett, TX

n/a

David Vincent Huber

n/a

MEXIA, TX

n/a

Jenny May Taylor

n/a

MEXIA, TX

n/a

Jared Russell

n/a

San Antonio, TX

n/a

David Vincent Huber

n/a

MEXIA, TX

n/a

Geoffrey M Nance

n/a

MEXIA, TX

n/a

CASIN KOY SOUTH

n/a

MEXIA, TX

Dennis Stanley Foster

n/a

MEXIA, TX

n/a

Caleb Michael Pritchett

n/a

MEXIA, TX

n/a

Noah Michael Hernandez

n/a

MEXIA, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLOOD, DIANA, STUCKEY

CHIEF COMPLIANCE OFFICER

yes

08/2019

Aug 20, 2019

Aug 28, 2024

CALVERT, COLIN, CLIFTON

CHIEF FINANCIAL OFFICER

yes

02/2020

May 22, 2024

Aug 28, 2024

Huber, David, Vincent

EXECUTIVE VICE PRESIDENT

yes

07/2005

Mar 22, 2016

Aug 28, 2024

HUBER, KATHRYN, VIRGINIA

CHIEF EXECUTIVE OFFICER

yes

07/2024

Mar 22, 2016

Aug 28, 2024

Mitchell, Charlotte, Kay

yes

07/1999

Mar 22, 2016

Aug 28, 2024

Mitchell, David, Parker

CHAIRMAN OF THE BOARD OF DIRECTORS

yes

07/2024

Mar 22, 2016

Aug 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$89.2M

n/a

2023

Mar 25, 2024

$77.7M

n/a

2022

Mar 31, 2023

$53.4M

n/a

2021

Jun 30, 2022

$40.5M

n/a

2020

Mar 31, 2021

n/a

2019

Mar 17, 2020

n/a

2018

Mar 6, 2019

n/a

2017

Mar 26, 2018

n/a

2016

Mar 16, 2017

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

8.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$89.2M

n/a

$53.4M

18.7%

n/a