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RIA / WealthAdvisor10 years in industry

David Richard DuCharme

Advisor at DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA

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Search this name across graphsid dfx:ria:c7227f29-95f7-bcde-22e9-c02c664afbb8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 20, 2018 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: DUCHARME WEALTH ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 28, 2017
First registration: Aug 20, 2018
Dual registered: no
Other names: David DuCharme
IAPD individual key: 6833407

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
DUCHARME WEALTH ADVISORS, LLC	State registered	Apr 10, 2023	n/a	yes	JENKINTOWN, PA	Current employment
ID WASHINGTON WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 18, 2022	Jun 2, 2023	no	WILLIAMSPORT, PA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 3, 2020	Mar 21, 2022	no	Lancaster, PA	Previous registration
SANTANDER SECURITIES	Bd affiliated wealth	Aug 20, 2018	May 22, 2020	no	Lititz, PA\|LANCASTER, PA\|Harrisburg, PA\|Elizabethtown, PA\|Lancaster, PA\|Quarryville, PA\|Villanova, PA	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
ID WASHINGTON WEALTH MANAGEMENT, LLC	DUCHARME WEALTH ADVISORS, LLC	Jun 2, 2023	Apr 10, 2023	-53	Firm change after gap	RIA to state RIA
SECURIAN FINANCIAL SERVICES, INC.	ID WASHINGTON WEALTH MANAGEMENT, LLC	Mar 21, 2022	Mar 18, 2022	-3	Firm change	Ibd to RIA
SANTANDER SECURITIES	SECURIAN FINANCIAL SERVICES, INC.	May 22, 2020	Jun 3, 2020	12	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ DUCHARME WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Apr 10, 2023 to presentfactForm ADV
→ ID WASHINGTON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 18, 2022 to Jun 2, 2023factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 3, 2020 to Mar 21, 2022factForm ADV
→ SANTANDER SECURITIESRegistered adviserregistration: previous registration
Aug 20, 2018 to May 22, 2020factForm ADV

Dated events

Occurred
Jun 2, 2023
Advisor changed firm
David Richard Ducharme left Id Washington Wealth Management, Llc for Ducharme Wealth Advisors, Llc (registered 2023-04-10)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2022
Advisor changed firm
David Richard Ducharme left Securian Financial Services, Inc. for Id Washington Wealth Management, Llc (registered 2022-03-18)
Form ADVobserved 5 days ago