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.

Current firm

INVST, LLC

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

Nov 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

May 3, 2013

First registration

Jul 2, 2013

Dual registered

no

Other names

DAVID JAMES MOZEIKA

IAPD individual key

4441724

• Occurred

  Jun 10, 2026
  Advisor owns new adviser

  David J Mozeika, registered through Invst, LLC (Indianapolis, IN), is a direct owner of Tomoro, an adviser first registered 2026-06-10; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing

  Form ADVobserved 4 days ago
• Occurred

  May 10, 2023
  Advisor changed firm

  David J Mozeika left Park Avenue Securities Llc for Invst, Llc (registered 2023-05-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f72fee92-c030-f134-7332-afe0bb0feaf2

First observed

Jul 2, 2013

Last observed

Sep 15, 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.