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RIA / WealthAdvisorChartered Financial Consultant30 years in industry

DAVID EDWARD SHOESMITH

Advisor at WEALTH MANAGEMENT SOLUTIONS

CLAREMORE, OK

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Search this name across graphsid dfx:ria:a3ce2be0-5b03-9c14-34dd-ca45635a3faa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2000 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: WEALTH MANAGEMENT SOLUTIONS
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: Oct 18, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Oct 18, 1995
First registration: Nov 15, 2000
Dual registered: no
IAPD individual key: 2653959

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
WEALTH MANAGEMENT SOLUTIONS	Independent wealth	Jul 26, 2018	n/a	yes	CLAREMORE, OK	Current employment
ROBERT STEPHEN CAPITAL MANAGEMENT LLC	Independent wealth	Jan 4, 2008	Aug 15, 2018	no	BARTLESVILLE, OK\|TULSA, OK	Previous registration
WOLF FINANCIAL MANAGEMENT, LLC	Former SEC adviser	Jun 17, 2005	Dec 31, 2007	no	BARTLESVILLE, OK\|BARTLESVILLE, OK	Previous registration
WILBANKS SECURITIES ADVISORY	Former SEC adviser	Sep 7, 2004	Jun 8, 2005	no	BARTLESVILLE, OK	Previous registration
HEARTLAND FINANCIAL ADVISORS GROUP, INC.	n/a	Dec 5, 2003	Sep 14, 2004	no	BARTLESVILLE, OK	Previous registration
SHOESMITH FINANCIAL SERVICES, INC.	n/a	Nov 15, 2000	Dec 31, 2003	no	BARTLESVILLE, OK	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
ROBERT STEPHEN CAPITAL MANAGEMENT LLC	WEALTH MANAGEMENT SOLUTIONS	Aug 15, 2018	Jul 26, 2018	-20	Firm change	RIA to RIA
WOLF FINANCIAL MANAGEMENT, LLC	ROBERT STEPHEN CAPITAL MANAGEMENT LLC	Dec 31, 2007	Jan 4, 2008	4	Firm change	Other
WILBANKS SECURITIES ADVISORY	WOLF FINANCIAL MANAGEMENT, LLC	Jun 8, 2005	Jun 17, 2005	9	Firm change	Other
HEARTLAND FINANCIAL ADVISORS GROUP, INC.	WILBANKS SECURITIES ADVISORY	Sep 14, 2004	Sep 7, 2004	-7	Firm change	Other
SHOESMITH FINANCIAL SERVICES, INC.	HEARTLAND FINANCIAL ADVISORS GROUP, INC.	Dec 31, 2003	Dec 5, 2003	-26	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
118588:296875:OK:2018-08-15	Aug 15, 2018	Jul 26, 2018	TULSA, OK	Firm change

Relationships

Registered with (6)

→ WEALTH MANAGEMENT SOLUTIONSRegistered adviserregistration: current employment
Jul 26, 2018 to presentfactForm ADV
→ ROBERT STEPHEN CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 4, 2008 to Aug 15, 2018factForm ADV
→ WOLF FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 17, 2005 to Dec 31, 2007factForm ADV
→ WILBANKS SECURITIES ADVISORYRegistered adviserregistration: previous registration
Sep 7, 2004 to Jun 8, 2005factForm ADV
→ HEARTLAND FINANCIAL ADVISORS GROUP, INC.Registered adviserregistration: previous registration
Dec 5, 2003 to Sep 14, 2004factForm ADV
→ SHOESMITH FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 15, 2000 to Dec 31, 2003factForm ADV

Dated events

No dated event names this entity yet.