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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

DAVID A GULACSY

Advisor at SANDHILL WEALTH MANAGEMENT, INC.

WINTER PARK, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 12, 2008 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: SANDHILL WEALTH MANAGEMENT, 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: Dec 4, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 4, 2008
First registration: Dec 12, 2008
Dual registered: yes, broker-dealer
Other names: DAVID ALEXANDER GULACSY|DAVID A HARRISON
IAPD individual key: 5584342

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
SANDHILL WEALTH MANAGEMENT, INC.	Independent wealth	Feb 1, 2018	n/a	yes	WINTER PARK, FL	Current employment
PLATINUM WEALTH PARTNERS	Former SEC adviser	Dec 16, 2016	Jan 26, 2018	no	Winter Park, FL\|TAMPA, FL	Previous registration
MORGAN STANLEY	Wirehouse	Sep 30, 2009	Dec 12, 2016	no	WINTER PARK, FL\|Winter Park, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 12, 2008	Feb 12, 2009	no	WINTER PARK, 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
PLATINUM WEALTH PARTNERS	SANDHILL WEALTH MANAGEMENT, INC.	Jan 26, 2018	Feb 1, 2018	6	Firm change	Other
MORGAN STANLEY	PLATINUM WEALTH PARTNERS	Dec 12, 2016	Dec 16, 2016	4	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Feb 12, 2009	Sep 30, 2009	230	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ SANDHILL WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Feb 1, 2018 to presentfactForm ADV
→ PLATINUM WEALTH PARTNERSRegistered adviserregistration: previous registration
Dec 16, 2016 to Jan 26, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 30, 2009 to Dec 12, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 12, 2008 to Feb 12, 2009factForm ADV

Dated events

No dated event names this entity yet.