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RIA / WealthAdvisorPersonal Financial Specialistdual registered (broker-dealer)33 years in industry

David Russel Burgio

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Depew, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bd807469-91d6-125f-101f-dc4fa9f5eda2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 29, 1999 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: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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: Aug 18, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Personal Financial Specialist
Exams: S65|S63
First exam: Aug 18, 1993
First registration: Oct 29, 1999
Dual registered: yes, broker-dealer
Other names: DAVE R BURGIO|DAVID RUSSELL BURGIO
IAPD individual key: 2381575

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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 15, 2025	n/a	yes	Depew, NY	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 27, 2017	Aug 15, 2025	no	Depew, NY	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 28, 2011	Mar 6, 2017	no	ORCHARD PARK, NY\|WILLIAMSVILLE, NY\|ORCHARD PARK, NY\|TREASURE ISLAND, FL	Previous registration
ASSET & FINANCIAL PLANNING, LTD	Former SEC adviser	Oct 29, 1999	Feb 25, 2011	no	CLEARWATER, FL\|WILLIAMSVILLE, NY	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
COMMONWEALTH FINANCIAL NETWORK	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 15, 2025	Aug 15, 2025	0	Firm change	Ibd to ibd
OSAIC FA, INC.	COMMONWEALTH FINANCIAL NETWORK	Mar 6, 2017	Feb 27, 2017	-7	Firm change	Other
ASSET & FINANCIAL PLANNING, LTD	OSAIC FA, INC.	Feb 25, 2011	Jan 28, 2011	-28	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
8032:149018:NY:2025-08-15	Aug 15, 2025	Aug 15, 2025	DEPEW, NY	Firm change

Relationships

Registered with (4)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Aug 15, 2025 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 27, 2017 to Aug 15, 2025factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 28, 2011 to Mar 6, 2017factForm ADV
→ ASSET & FINANCIAL PLANNING, LTDRegistered adviserregistration: previous registration
Oct 29, 1999 to Feb 25, 2011factForm ADV

Dated events

Occurred
Aug 15, 2025
Advisor changed firm
David Russel Burgio left Commonwealth Financial Network for Raymond James Financial Services Advisors, Inc (registered 2025-08-15)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd807469-91d6-125f-101f-dc4fa9f5eda2
First observed: Oct 29, 1999
Last observed: Sep 14, 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.

David Russel Burgio

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Depew, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bd807469-91d6-125f-101f-dc4fa9f5eda2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:33 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Bd affiliated wealth

Aug 15, 2025

n/a

yes

Depew, NY

Current employment

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

Feb 27, 2017

Aug 15, 2025

Depew, NY

Previous registration

OSAIC FA, INC.

Former SEC adviser

Jan 28, 2011

Mar 6, 2017

ORCHARD PARK, NY|WILLIAMSVILLE, NY|ORCHARD PARK, NY|TREASURE ISLAND, FL

Previous registration

ASSET & FINANCIAL PLANNING, LTD

Former SEC adviser

Oct 29, 1999

Feb 25, 2011

CLEARWATER, FL|WILLIAMSVILLE, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COMMONWEALTH FINANCIAL NETWORK

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Aug 15, 2025

Firm change

Ibd to ibd

OSAIC FA, INC.

COMMONWEALTH FINANCIAL NETWORK

Mar 6, 2017

Feb 27, 2017

-7

Firm change

Other

ASSET & FINANCIAL PLANNING, LTD

OSAIC FA, INC.

Feb 25, 2011

Jan 28, 2011

-28

Firm change

Other

Team

Left

Joined

From

Kind

8032:149018:NY:2025-08-15

Aug 15, 2025

DEPEW, NY

Firm change