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RIA / WealthAdvisorCertified Financial Planner26 years in industry

DAVID WAYNE ELLIS

Advisor at VESTED PARTNERS: A MULTI-FAMILY OFFICE

SALEM, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 9, 2002 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: VESTED PARTNERS: A MULTI-FAMILY OFFICE
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: Apr 24, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 24, 2000
First registration: Aug 9, 2002
Dual registered: no
IAPD individual key: 4155797

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
VESTED PARTNERS: A MULTI-FAMILY OFFICE	State registered	Dec 8, 2015	n/a	yes	SALEM, VA	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Dec 12, 2011	Dec 8, 2015	no	SALEM, VA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	May 9, 2006	Dec 9, 2011	no	ROANOKE, VA\|LEXINGTON, VA\|LEXINGTON, VA\|ROANOKE, VA\|ROANOKE, VA\|ROANOKE, VA\|ROANOKE, VA\|ROCKVILLE, MD\|ROANOKE, VA	Previous registration
INVESTORS SECURITY COMPANY, INC.	Former SEC adviser	Aug 15, 2003	May 1, 2006	no	SALEM, VA\|SALEM, VA	Previous registration
WILBANKS SECURITIES ADVISORY	Former SEC adviser	Aug 9, 2002	Aug 13, 2003	no	ROANOKE, VA	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
INDEPENDENT FINANCIAL PARTNERS	VESTED PARTNERS: A MULTI-FAMILY OFFICE	Dec 8, 2015	Dec 8, 2015	0	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	INDEPENDENT FINANCIAL PARTNERS	Dec 9, 2011	Dec 12, 2011	3	Firm change	Other
INVESTORS SECURITY COMPANY, INC.	SUNTRUST INVESTMENT SERVICES, INC.	May 1, 2006	May 9, 2006	8	Firm change	Other
WILBANKS SECURITIES ADVISORY	INVESTORS SECURITY COMPANY, INC.	Aug 13, 2003	Aug 15, 2003	2	Firm change	Other

Relationships

Registered with (5)

→ VESTED PARTNERS: A MULTI-FAMILY OFFICERegistered adviserregistration: current employment
Dec 8, 2015 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Dec 12, 2011 to Dec 8, 2015factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 9, 2006 to Dec 9, 2011factForm ADV
→ INVESTORS SECURITY COMPANY, INC.Registered adviserregistration: previous registration
Aug 15, 2003 to May 1, 2006factForm ADV
→ WILBANKS SECURITIES ADVISORYRegistered adviserregistration: previous registration
Aug 9, 2002 to Aug 13, 2003factForm ADV

Dated events

No dated event names this entity yet.