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RIA / WealthAdvisor31 years in industry

DAVID WILLIAM JACKSON

Advisor at SILVERBACK FINANCIAL

VALLEY SPRINGS, CA

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Search this name across graphsid dfx:ria:e2777d81-9d91-8fbc-8c2e-6debdfe8961e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 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: SILVERBACK FINANCIAL
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: Nov 4, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 4, 1994
First registration: Jul 8, 1997
Dual registered: no
IAPD individual key: 2166645

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
SILVERBACK FINANCIAL	State registered	Dec 26, 2018	n/a	yes	VALLEY SPRINGS, CA	Current employment
INTEGRAL WEALTH MANAGEMENT	Independent wealth	Oct 24, 2011	Dec 26, 2018	no	TURLOCK, CA\|Modesto, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 15, 2005	Nov 2, 2011	no	Stockton, CA\|Modesto, CA\|MODESTO, CA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Oct 14, 2004	Jun 2, 2005	no	STOCKTON, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 8, 1997	Nov 15, 2002	no	BERKELEY, CA	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
INTEGRAL WEALTH MANAGEMENT	SILVERBACK FINANCIAL	Dec 26, 2018	Dec 26, 2018	0	Firm change	RIA to state RIA
CHARLES SCHWAB & CO., INC.	INTEGRAL WEALTH MANAGEMENT	Nov 2, 2011	Oct 24, 2011	-9	Firm change	Other
A. G. EDWARDS & SONS, INC.	CHARLES SCHWAB & CO., INC.	Jun 2, 2005	Jun 15, 2005	13	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	A. G. EDWARDS & SONS, INC.	Nov 15, 2002	Oct 14, 2004	699	Firm change after gap	Other

Relationships

Registered with (5)

→ SILVERBACK FINANCIALRegistered adviserregistration: current employment
Dec 26, 2018 to presentfactForm ADV
→ INTEGRAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 24, 2011 to Dec 26, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 15, 2005 to Nov 2, 2011factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Oct 14, 2004 to Jun 2, 2005factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 8, 1997 to Nov 15, 2002factForm ADV

Dated events

No dated event names this entity yet.