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RIA / WealthAdvisorCertified Financial Planner16 years in industry

David Wright Mize

Advisor at CAPTRUST

Dallas, TX

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Search this name across graphsid dfx:ria:f9d2ad92-adf6-5a4b-2d9e-0688f2e05790

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 19, 2010 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 8, 2010
First registration: Apr 19, 2010
Dual registered: no
IAPD individual key: 5782178

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
Captrust	Institutional manager	Oct 2, 2019	n/a	yes	Dallas, TX	Current employment
SOUTH TEXAS MONEY MANAGEMENT, LTD.	Former SEC adviser	Jan 18, 2018	Dec 2, 2019	no	Dallas, TX\|SAN ANTONIO, TX	Previous registration
MUSTANG WEALTH MANAGEMENT	n/a	May 17, 2017	Dec 31, 2017	no	LEWISVILLE, TX	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Sep 8, 2015	Feb 17, 2016	no	Plano, TX	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 3, 2011	Aug 26, 2015	no	DALLAS, TX	Previous registration
ETEXFINANCIAL, INC.	n/a	Apr 19, 2010	Oct 20, 2010	no	EL PRADO, NM	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
SOUTH TEXAS MONEY MANAGEMENT, LTD.	Captrust	Dec 2, 2019	Oct 2, 2019	-61	Firm change after gap	Other
MUSTANG WEALTH MANAGEMENT	SOUTH TEXAS MONEY MANAGEMENT, LTD.	Dec 31, 2017	Jan 18, 2018	18	Firm change	Other
PRUCO SECURITIES, LLC	MUSTANG WEALTH MANAGEMENT	Feb 17, 2016	May 17, 2017	455	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	PRUCO SECURITIES, LLC	Aug 26, 2015	Sep 8, 2015	13	Firm change	Other
ETEXFINANCIAL, INC.	CETERA ADVISOR NETWORKS LLC	Oct 20, 2010	Mar 3, 2011	134	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
112188:175112:TX:2019-12-02	Dec 2, 2019	Oct 2, 2019	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (6)

→ CAPTRUSTRegistered adviserregistration: current employment
Oct 2, 2019 to presentfactForm ADV
→ SOUTH TEXAS MONEY MANAGEMENT, LTD.Registered adviserregistration: previous registration
Jan 18, 2018 to Dec 2, 2019factForm ADV
→ MUSTANG WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 17, 2017 to Dec 31, 2017factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 8, 2015 to Feb 17, 2016factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 3, 2011 to Aug 26, 2015factForm ADV
→ ETEXFINANCIAL, INC.Registered adviserregistration: previous registration
Apr 19, 2010 to Oct 20, 2010factForm ADV

Dated events

No dated event names this entity yet.