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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)10 years in industry

DAVID WEISS

Advisor at &PARTNERS

Clayton, MO | Vienna, VA

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:c403e87a-5a96-52f2-e28f-6dd61c780ece

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Feb 25, 2021 to Sep 15, 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: &PARTNERS
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: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Jan 26, 2021
First registration: Feb 25, 2021
Dual registered: yes, broker-dealer
Other names: David Michael Weiss
IAPD individual key: 7221753

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
&partners	Independent wealth	Mar 14, 2025	n/a	yes	Clayton, MO\|Vienna, VA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Sep 12, 2024	Mar 19, 2025	no	MCLEAN, VA	Previous registration
CREATIVE PLANNING	Independent wealth	Apr 11, 2023	Aug 26, 2024	no	McLean, VA\|OVERLAND PARK, KS	Previous registration
AMJ FINANCIAL WEALTH MANAGEMENT LLC	Independent wealth	Jul 26, 2021	Mar 30, 2023	no	LEESBURG, VA	Previous registration
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC	Independent wealth	Feb 25, 2021	Jun 25, 2021	no	RESTON, VA	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
WELLS FARGO ADVISORS	&partners	Mar 19, 2025	Mar 14, 2025	-5	Firm change	Wirehouse to RIA
CREATIVE PLANNING	WELLS FARGO ADVISORS	Aug 26, 2024	Sep 12, 2024	17	Firm change	RIA to wirehouse
AMJ FINANCIAL WEALTH MANAGEMENT LLC	CREATIVE PLANNING	Mar 30, 2023	Apr 11, 2023	12	Firm change	RIA to RIA
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC	AMJ FINANCIAL WEALTH MANAGEMENT LLC	Jun 25, 2021	Jul 26, 2021	31	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:3767:VA:2025-03-19	Mar 19, 2025	Mar 14, 2025	MCLEAN, VA	Firm change

Relationships

Registered with (5)

→ &PARTNERSRegistered adviserregistration: current employment
Mar 14, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 12, 2024 to Mar 19, 2025factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Apr 11, 2023 to Aug 26, 2024factForm ADV
→ AMJ FINANCIAL WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 26, 2021 to Mar 30, 2023factForm ADV
→ BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 25, 2021 to Jun 25, 2021factForm ADV

Dated events

Occurred
Mar 19, 2025
Advisor changed firm
David Weiss left Wells Fargo Advisors for &Partners (registered 2025-03-14)
Form ADVobserved 3 days ago
Occurred
Aug 26, 2024
Advisor changed firm
David Weiss left Creative Planning for Wells Fargo Advisors (registered 2024-09-12)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2023
Advisor changed firm
David Weiss left Amj Financial Wealth Management Llc for Creative Planning (registered 2023-04-11)
Form ADVobserved 3 days ago