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.

Current firm

DAVID VAUGHAN INVESTMENTS, 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

Aug 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Oct 15, 2012

First registration

Jun 10, 2015

Dual registered

no

Other names

MICHAEL E ARMISTEAD|MICHAEL EUGENE ARMISTEAD

IAPD individual key

5842629

• Occurred

  Jul 19, 2022
  Advisor changed firm

  Michael E Armistead left Schwab Wealth Advisory, Inc. for David Vaughan Investments, Llc (registered 2022-08-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8de8aa83-0c20-6892-e6d9-18160e0f88e6

First observed

Jun 10, 2015

Last observed

Sep 15, 2026 5 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.