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 Ryan Hultman
Feed of 09/14/2026
Also filed as Dave Hultman
At current firm
0 y
since Feb 16, 2026
In the industry
23 y
since Jan 27, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Summit Trail Advisors, LLC independent RIA currentsince Feb 16, 2026 · San Francisco, Ca
- LPL Financial LLC BD affiliatedJul 19, 2023 to Mar 5, 2024 · San Francisco, Ca
- Bancwest Investment Services, Inc. (Bwis) formerSep 28, 2010 to Jul 19, 2023 · San Francisco, Ca
- Davidson Investment Advisors, Inc. independent RIAJun 28, 2005 to Aug 17, 2010 · Great Falls, Mt
- D.A. Davidson & Co. independent RIAJan 29, 2003 to Aug 17, 2010 · Great Falls, Mt
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Summit Trail Advisors, LLCleft Mar 5, 2024, registered Feb 16, 2026 (713 days) · Affiliated broker-dealer or bank to independent RIA
- Bancwest Investment Services, Inc. (Bwis) to LPL Financial LLCleft Jul 19, 2023, registered Jul 19, 2023 (0 days) · corporate re-registration, not a move
- Davidson Investment Advisors, Inc. to Bancwest Investment Services, Inc. (Bwis)left Aug 17, 2010, registered Sep 28, 2010 (42 days) · Other
- D.A. Davidson & Co. to Davidson Investment Advisors, Inc.left Aug 17, 2010, registered Jun 28, 2005 (-1876 days) · Other
Signals
- David Ryan Hultman left Lpl Financial Llc for Summit Trail Advisors, Llc (registered 2026-02-16)Mar 5, 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address