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 Allen Bankston

Rwc For Lifestate registeredLutz, Fl IA-onlyIAPD 2023688

Certified Financial Planner

Feed of 09/14/2026

Also filed as Dave Bankston

At current firm

4 y

since Feb 15, 2022

In the industry

36 y

since Mar 1, 1990 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Rwc For Life state registered current
since Feb 15, 2022 · Lutz, Fl
Simplicity Wealth mixed wealth
Jun 22, 2020 to May 19, 2022 · Summit, Nj
Fsc Securities Corporation former
Jan 6, 2017 to Sep 13, 2018 · Lutz, Fl
Onpointe Advisory And Financial Services, LLC former
Apr 21, 2015 to Nov 29, 2016 · Lutz, Fl
Ausdal Financial Partners, Inc. independent RIA
Sep 19, 2011 to Feb 4, 2014 · Davenport, Ia
Financial Advisory Services Of Tampa, Inc. unclassified
Apr 28, 2011 to Aug 4, 2011 · Lutz, Fl
Ausdal Financial Partners, Inc. independent RIA
Mar 12, 2007 to Dec 31, 2009 · Davenport, Ia
Qa3 Financial LLC unclassified
Sep 18, 2003 to Oct 31, 2006 · Lutz, Fl

Moves

a registration end followed by a registration begin elsewhere

Simplicity Wealth to Rwc For Life
left May 19, 2022, registered Feb 15, 2022 (-93 days) · RIA to a state-registered adviser
Fsc Securities Corporation to Simplicity Wealth
left Sep 13, 2018, registered Jun 22, 2020 (648 days) · Affiliated broker-dealer or bank to independent RIA
Onpointe Advisory And Financial Services, LLC to Fsc Securities Corporation
left Nov 29, 2016, registered Jan 6, 2017 (38 days) · Other
Ausdal Financial Partners, Inc. to Onpointe Advisory And Financial Services, LLC
left Feb 4, 2014, registered Apr 21, 2015 (441 days) · Other
Financial Advisory Services Of Tampa, Inc. to Ausdal Financial Partners, Inc.
left Aug 4, 2011, registered Sep 19, 2011 (46 days) · Other
Ausdal Financial Partners, Inc. to Financial Advisory Services Of Tampa, Inc.
left Dec 31, 2009, registered Apr 28, 2011 (483 days) · Other
Qa3 Financial LLC to Ausdal Financial Partners, Inc.
left Oct 31, 2006, registered Mar 12, 2007 (132 days) · Other

Signals

David Allen Bankston left Simplicity Wealth for Rwc For Life (registered 2022-02-15)
May 19, 2022 · 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: STATE REGISTEREDderived
Years in industry: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address