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RIA / WealthAdvisor18 years in industry

DAVID PAUL CERVONE

Advisor at ADVISER ALLIANCE, LLC

BOARDMAN, OH

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:e0aa55cf-afde-43b0-381f-4cb6dbc7aae1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 29, 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: ADVISER ALLIANCE, 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: May 29, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Feb 4, 2009
First registration: May 29, 2008
Dual registered: no
Other names: DAVE CERVONE
IAPD individual key: 702247

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
ADVISER ALLIANCE, LLC	State registered	Feb 23, 2017	n/a	yes	BOARDMAN, OH	Current employment
SUMMIT WEALTH PARTNERS, LLC	Independent wealth	Jun 10, 2016	Nov 29, 2018	no	BOARDMAN, OH\|ORLANDO, FL	Previous registration
SMC ADVISORY NETWORK, LLC	n/a	Dec 13, 2013	Mar 29, 2016	no	BOARDMAN, OH	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	May 29, 2008	May 2, 2013	no	BOARDMAN, OH	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
SUMMIT WEALTH PARTNERS, LLC	ADVISER ALLIANCE, LLC	Nov 29, 2018	Feb 23, 2017	-644	Firm change after gap	RIA to state RIA
SMC ADVISORY NETWORK, LLC	SUMMIT WEALTH PARTNERS, LLC	Mar 29, 2016	Jun 10, 2016	73	Firm change	Other
CETERA ADVISORS LLC	SMC ADVISORY NETWORK, LLC	May 2, 2013	Dec 13, 2013	225	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
165389:283648:OH:2016-03-29	Mar 29, 2016	Jun 10, 2016	BOARDMAN, OH	Firm change

Relationships

Registered with (4)

→ ADVISER ALLIANCE, LLCRegistered adviserregistration: current employment
Feb 23, 2017 to presentfactForm ADV
→ SUMMIT WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 10, 2016 to Nov 29, 2018factForm ADV
→ SMC ADVISORY NETWORK, LLCRegistered adviserregistration: previous registration
Dec 13, 2013 to Mar 29, 2016factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
May 29, 2008 to May 2, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0aa55cf-afde-43b0-381f-4cb6dbc7aae1
First observed: May 29, 2008
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 PAUL CERVONE

Advisor at ADVISER ALLIANCE, LLC

BOARDMAN, OH

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:e0aa55cf-afde-43b0-381f-4cb6dbc7aae1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ADVISER ALLIANCE, LLC

State registered

Feb 23, 2017

n/a

yes

BOARDMAN, OH

Current employment

SUMMIT WEALTH PARTNERS, LLC

Independent wealth

Jun 10, 2016

Nov 29, 2018

BOARDMAN, OH|ORLANDO, FL

Previous registration

SMC ADVISORY NETWORK, LLC

n/a

Dec 13, 2013

Mar 29, 2016

BOARDMAN, OH

Previous registration

CETERA ADVISORS LLC

Former SEC adviser

May 29, 2008

May 2, 2013

BOARDMAN, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SUMMIT WEALTH PARTNERS, LLC

ADVISER ALLIANCE, LLC

Nov 29, 2018

Feb 23, 2017

-644

Firm change after gap

RIA to state RIA

SMC ADVISORY NETWORK, LLC

SUMMIT WEALTH PARTNERS, LLC

Mar 29, 2016

Jun 10, 2016

Firm change

Other

CETERA ADVISORS LLC

SMC ADVISORY NETWORK, LLC

May 2, 2013

Dec 13, 2013

225

Firm change

Other

Team

Left

Joined

From

Kind

165389:283648:OH:2016-03-29

Mar 29, 2016

Jun 10, 2016

BOARDMAN, OH

Firm change