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
Donald Leroy Silberman
Feed of 09/14/2026
Also filed as Don Silberman
At current firm
6 y
since Jan 9, 2020
In the industry
23 y
since Apr 10, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
8
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ip Financial Advisory Services LLC independent RIA currentsince Jan 9, 2020 · Williston, Fl
- Summit Financial Group Inc formerFeb 28, 2013 to Apr 7, 2015 · Lake City, Fl
- Allstate Financial Advisors, LLC BD affiliatedJan 27, 2012 to Oct 16, 2012 · Gainesville, Fl
- Capital Financial Services, Inc. formerNov 17, 2005 to Nov 30, 2011 · Roseville, Ca
- Jesup & Lamont Advisors unclassifiedDec 19, 2003 to Nov 17, 2005 · Gainesville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Summit Financial Group Inc to Ip Financial Advisory Services LLCleft Apr 7, 2015, registered Jan 9, 2020 (1738 days) · Other
- Allstate Financial Advisors, LLC to Summit Financial Group Incleft Oct 16, 2012, registered Feb 28, 2013 (135 days) · Other
- Capital Financial Services, Inc. to Allstate Financial Advisors, LLCleft Nov 30, 2011, registered Jan 27, 2012 (58 days) · Other
- Jesup & Lamont Advisors to Capital Financial Services, Inc.left Nov 17, 2005, registered Nov 17, 2005 (0 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
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address