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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst23 years in industry

DAVID BENJAMIN CLARKEN

Advisor at FWI WEALTH MANAGEMENT LLC

Atlanta, GA

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Search this name across graphsid dfx:ria:efc12f18-24f9-ec80-70d9-3fdc92079973

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2003 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: FWI WEALTH MANAGEMENT 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: Feb 6, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63
First exam: Oct 6, 2010
First registration: Feb 6, 2003
Dual registered: no
IAPD individual key: 4075006

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
FWI WEALTH MANAGEMENT LLC	State registered	Mar 6, 2014	n/a	yes	Atlanta, GA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 6, 2014	Jan 24, 2014	no	ATLANTA, GA	Previous registration
CREATIVE PLANNING	Independent wealth	Mar 27, 2013	Mar 25, 2014	no	ATLANTA, GA\|OVERLAND PARK, KS\|ATLANTA, GA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Feb 14, 2011	Apr 3, 2013	no	ATLANTA, GA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Oct 18, 2010	Jan 7, 2011	no	Atlanta, GA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 6, 2003	Apr 17, 2006	no	MAITLAND, FL\|ORLANDO, 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
CREATIVE PLANNING	WELLS FARGO ADVISORS	Mar 25, 2014	Jan 6, 2014	-78	Firm change after gap	Other
WELLS FARGO ADVISORS	FWI WEALTH MANAGEMENT LLC	Jan 24, 2014	Mar 6, 2014	41	Firm change	Wirehouse to state RIA
USAA FINANCIAL PLANNING SERVICES	CREATIVE PLANNING	Apr 3, 2013	Mar 27, 2013	-7	Firm change	Other
MML INVESTORS SERVICES, LLC	USAA FINANCIAL PLANNING SERVICES	Jan 7, 2011	Feb 14, 2011	38	Firm change	Other
CHARLES SCHWAB & CO., INC.	MML INVESTORS SERVICES, LLC	Apr 17, 2006	Oct 18, 2010	1,645	Firm change after gap	Other

Relationships

Registered with (6)

→ FWI WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Mar 6, 2014 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Mar 27, 2013 to Mar 25, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 6, 2014 to Jan 24, 2014factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Feb 14, 2011 to Apr 3, 2013factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Oct 18, 2010 to Jan 7, 2011factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 6, 2003 to Apr 17, 2006factForm ADV

Dated events

No dated event names this entity yet.