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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

DAVID GEORGE SZABO

Advisor at WEALTH PRO ADVISORS, INC.

SARASOTA, FL

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Search this name across graphsid dfx:ria:ab8dbd17-c771-5fa3-3ec6-b9a05b2a1435

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2003 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 PRO ADVISORS, 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: Apr 11, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 11, 2002
First registration: Feb 26, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4485632

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 PRO ADVISORS, INC.	Independent wealth	Jan 1, 2026	n/a	yes	SARASOTA, FL	Current employment
TRUVESTMENTS CAPITAL LLC	Independent wealth	Mar 18, 2019	Feb 27, 2020	no	SARASOTA, FL	Previous registration
WEALTH PRO ADVISORS, INC.	Independent wealth	Mar 18, 2014	Mar 26, 2019	no	SARASOTA, FL\|SARASOTA, FL\|BRADENTON, FL\|SARASOTA, FL	Previous registration
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	Nov 9, 2004	Apr 24, 2014	no	LAKEWOOD RANCH, FL\|UNIVERSITY PARK, FL	Previous registration
INTEGRATED ASSET MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2003	Oct 13, 2004	no	SARASOTA, FL	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
TRUVESTMENTS CAPITAL LLC	WEALTH PRO ADVISORS, INC.	Feb 27, 2020	Jan 1, 2026	2,135	Firm change after gap	RIA to RIA
WEALTH PRO ADVISORS, INC.	TRUVESTMENTS CAPITAL LLC	Mar 26, 2019	Mar 18, 2019	-8	Firm change	Other
TRUSTMONT ADVISORY GROUP, INC.	WEALTH PRO ADVISORS, INC.	Apr 24, 2014	Mar 18, 2014	-37	Firm change after gap	Other
INTEGRATED ASSET MANAGEMENT, LLC	TRUSTMONT ADVISORY GROUP, INC.	Oct 13, 2004	Nov 9, 2004	27	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
291297:169266:FL:2020-02-27	Feb 27, 2020	Jan 1, 2026	SARASOTA, FL	Firm change after gap

Relationships

Registered with (4)

→ WEALTH PRO ADVISORS, INC.Registered adviserregistration: previous registration
Mar 18, 2014 to Mar 26, 2019factForm ADV
→ TRUVESTMENTS CAPITAL LLCRegistered adviserregistration: previous registration
Mar 18, 2019 to Feb 27, 2020factForm ADV
→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Nov 9, 2004 to Apr 24, 2014factForm ADV
→ INTEGRATED ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2003 to Oct 13, 2004factForm ADV

Dated events

No dated event names this entity yet.