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 Geschke

Level Four Advisory ServicesBD affiliatedDallas, Txdual registrantIAPD 1618774

Feed of 09/14/2026

Also filed as David Edward Geschke

At current firm

0 y

since Apr 20, 2026

In the industry

38 y

since Nov 5, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Level Four Advisory Services BD affiliated current
since Apr 20, 2026 · Dallas, Tx
The Mather Group, LLC independent RIA
Jan 7, 2026 to May 18, 2026 · Dallas, Tx
Lincoln Investment independent RIA
Apr 16, 2024 to Apr 11, 2025 · Irving, Tx
Capital Analysts BD affiliated
Apr 16, 2024 to Apr 11, 2025 · Southlake, Tx
Avantax Advisory Services former
Nov 12, 2020 to Feb 6, 2023 · Dallas, Tx
Momentum Independent Network Inc. BD affiliated
May 1, 2015 to Dec 23, 2019 · Dallas, Tx
Hilltop Securities Inc. BD affiliated
Apr 22, 2015 to Dec 23, 2019 · Dallas, Tx
Ameriprise Financial Services, LLC national BD
Oct 5, 2009 to Jun 3, 2014 · Ft Lauderdale, Fl
Ameriprise Advisor Services, Inc. unclassified
Jun 27, 2003 to Oct 5, 2009 · Scottsdale, Az
Choreo, LLC independent RIA
Jul 11, 2002 to Jul 9, 2003 · Oaklawn, Il

Moves

a registration end followed by a registration begin elsewhere

The Mather Group, LLC to Level Four Advisory Services
left May 18, 2026, registered Apr 20, 2026 (-28 days) · RIA to affiliated broker-dealer or bank
Lincoln Investment to Capital Analysts
left Apr 11, 2025, registered Apr 16, 2024 (-360 days) · RIA to affiliated broker-dealer or bank · moved with a team
Capital Analysts to The Mather Group, LLC
left Apr 11, 2025, registered Jan 7, 2026 (271 days) · Affiliated broker-dealer or bank to independent RIA
Avantax Advisory Services to Lincoln Investment
left Feb 6, 2023, registered Apr 16, 2024 (435 days) · Affiliated broker-dealer or bank to independent RIA
Hilltop Securities Inc. to Momentum Independent Network Inc.
left Dec 23, 2019, registered May 1, 2015 (-1697 days) · Other
Momentum Independent Network Inc. to Avantax Advisory Services
left Dec 23, 2019, registered Nov 12, 2020 (325 days) · Affiliated broker-dealer or bank to another
Ameriprise Financial Services, LLC to Hilltop Securities Inc.
left Jun 3, 2014, registered Apr 22, 2015 (323 days) · Other
Ameriprise Advisor Services, Inc. to Ameriprise Financial Services, LLC
left Oct 5, 2009, registered Oct 5, 2009 (0 days) · corporate re-registration, not a move
Choreo, LLC to Ameriprise Advisor Services, Inc.
left Jul 9, 2003, registered Jun 27, 2003 (-12 days) · corporate re-registration, not a move

Signals

David Geschke left The Mather Group, Llc for Level Four Advisory Services (registered 2026-04-20)
May 18, 2026 · Advisor changed firm · fact
David Geschke left Capital Analysts for The Mather Group, Llc (registered 2026-01-07)
Apr 11, 2025 · Advisor changed firm · fact
David Geschke left Lincoln Investment for Capital Analysts (registered 2024-04-16)
Apr 11, 2025 · Advisor changed firm · fact
David Geschke left Avantax Advisory Services for Lincoln Investment (registered 2024-04-16)
Feb 6, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 38derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address