DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
David William Reasoner
Feed of 09/14/2026
At current firm
16 y
since Apr 13, 2010
In the industry
40 y
since Aug 6, 1986 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Apr 13, 2010 · Orange, Ca
- Cooper Mcmanus independent RIANov 5, 2008 to Mar 9, 2010 · Long Beach, Ca
- Securities America Advisors, Inc. formerFeb 1, 2005 to Nov 11, 2008 · Long Beach, Ca
- Citicorp Investment Services unclassifiedSep 15, 2003 to Jan 3, 2005 · Tarzana, Ca
- UBS Financial Services Inc. wirehouseFeb 23, 2000 to Oct 2, 2003 · San Mateo, Ca
Moves
a registration end followed by a registration begin elsewhere
- Cooper Mcmanus to LPL Financial LLCleft Mar 9, 2010, registered Apr 13, 2010 (35 days) · Other
- Securities America Advisors, Inc. to Cooper Mcmanusleft Nov 11, 2008, registered Nov 5, 2008 (-6 days) · Other
- Citicorp Investment Services to Securities America Advisors, Inc.left Jan 3, 2005, registered Feb 1, 2005 (29 days) · Other
- UBS Financial Services Inc. to Citicorp Investment Servicesleft Oct 2, 2003, registered Sep 15, 2003 (-17 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address