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

LARSON FINANCIAL GROUP, LLC

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

Dec 8, 2006earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Dec 8, 2006

First registration

Dec 12, 2006

Dual registered

yes, broker-dealer

Other names

DAVE SWAN|DAVID SWAN|DAVID CHARLES SWAN

IAPD individual key

5129591

• Occurred

  Feb 1, 2024
  Advisor changed firm

  David C Swan left Physicians Thrive Investment Advisors, Llc for Larson Financial Group, Llc (registered 2022-11-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9fd666dc-bad4-36ec-008d-7f7161beb219

First observed

Dec 12, 2006

Last observed

Sep 15, 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.