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 WENDELL ASSOCIATES, INC.

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

Mar 8, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65|S63

First exam

Mar 8, 1991

First registration

Mar 20, 2007

Dual registered

no

IAPD individual key

2116044

• Occurred

  Aug 31, 2023
  Advisor changed firm

  Reid Vaile Smith left R M Davis Inc for David Wendell Associates, Inc. (registered 2023-09-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9689508f-b28b-78f4-cfa5-727a97882a20

First observed

Mar 20, 2007

Last observed

Sep 14, 2026 6 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.