DFX Intelligence

RIA Intelligence

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Registered advisor

D•••• E••••• F•••••••

M••••••• W••••• P•••••••independent RIAEstero, FlIA-onlyIAPD 2052721

Feed of 09/14/2026

Also filed as D•••• E••••• F•••••••

At current firm

1 y

since Apr 22, 2025

In the industry

36 y

since Jun 7, 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

Professional profile

what the firm itself publishes, with the page it was read from

Business email: davidflanders@momentumwealthplanning.comreportedmomentumwealthplanning.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

M••••••• W••••• P••••••• independent RIA current
since Apr 22, 2025 · Estero, Fl
A••••••••• F•••••••• S•••••••• L•• national BD
Apr 24, 2015 to Aug 16, 2024 · Raleigh, Nc
W•••• F•••• A••••••• wirehouse
Jul 1, 2003 to Apr 27, 2015 · Williamsville, Ny
P••••••••• E••••• G••••• L•• unclassified
Oct 2, 2001 to Jul 1, 2003 · Buffalo, Ny

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to M••••••• W••••• P•••••••
left Aug 16, 2024, registered Apr 22, 2025 (249 days) · Affiliated broker-dealer or bank to independent RIA
W•••• F•••• A••••••• to A••••••••• F•••••••• S•••••••• L••
left Apr 27, 2015, registered Apr 24, 2015 (-3 days) · Wirehouse to affiliated broker-dealer or bank
P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

D•••• E••••• F••••••• left A••••••••• F•••••••• S•••••••• L•• for M••••••• W••••• P••••••• (registered 2025-04-22)
Aug 16, 2024 · 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: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address