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 Taucher
Certified Financial Planner
Feed of 09/14/2026
Also filed as David Michael Taucher
At current firm
2 y
since Dec 13, 2023
In the industry
40 y
since Nov 19, 1985 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Stratos Wealth Advisors LLC independent RIA currentsince Dec 13, 2023 · Pepper Pike, Oh
- Beacon Financial Advisory LLC independent RIAApr 9, 2020 to Dec 14, 2023 · Cleveland, Oh
- Dakota Wealth, LLC independent RIAJul 16, 2019 to Dec 11, 2019 · Palm Beach Gardens, Fl
- Springside Partners LLC formerApr 16, 2019 to Nov 1, 2019 · Akron, Oh
- Sequoia Financial Group, L.L.C. independent RIAOct 3, 2016 to Apr 10, 2019 · Beachwood, Oh
- Rav Financial formerMay 10, 2004 to Oct 28, 2016 · Beachwood, Oh
Moves
a registration end followed by a registration begin elsewhere
- Beacon Financial Advisory LLC to Stratos Wealth Advisors LLCleft Dec 14, 2023, registered Dec 13, 2023 (-1 days) · RIA to RIA · moved with a team
- Dakota Wealth, LLC to Beacon Financial Advisory LLCleft Dec 11, 2019, registered Apr 9, 2020 (120 days) · RIA to RIA
- Springside Partners LLC to Dakota Wealth, LLCleft Nov 1, 2019, registered Jul 16, 2019 (-108 days) · RIA to RIA · moved with a team
- Sequoia Financial Group, L.L.C. to Springside Partners LLCleft Apr 10, 2019, registered Apr 16, 2019 (6 days) · RIA to RIA
- Rav Financial to Sequoia Financial Group, L.L.C.left Oct 28, 2016, registered Oct 3, 2016 (-25 days) · Other · moved with a team
Signals
- David Taucher left Beacon Financial Advisory Llc for Stratos Wealth Advisors Llc (registered 2023-12-13)Dec 14, 2023 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address