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 Robert Golson
Feed of 09/14/2026
At current firm
0 y
since Aug 24, 2026
In the industry
34 y
since Sep 18, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Stifel, Nicolaus & Company, Incorporated national BD currentsince Aug 24, 2026 · Montgomery, Al
- Wells Fargo Advisors wirehouseJan 1, 2008 to Aug 25, 2026 · Montgomery, Al
- A. G. Edwards & Sons, Inc. unclassifiedApr 20, 2006 to Jan 1, 2008 · St. Louis, Mo
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 9, 2002 to Feb 7, 2006 · Montgomery, Al
- Morgan Stanley Dw Inc. unclassifiedApr 20, 2000 to Aug 13, 2002 · Montgomery, Al
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Stifel, Nicolaus & Company, Incorporatedleft Aug 25, 2026, registered Aug 24, 2026 (-1 days) · Wirehouse to affiliated broker-dealer or bank
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to A. G. Edwards & Sons, Inc.left Feb 7, 2006, registered Apr 20, 2006 (72 days) · Other
- Morgan Stanley Dw Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 13, 2002, registered Aug 9, 2002 (-4 days) · Other
Signals
- David Robert Golson left Wells Fargo Advisors for Stifel, Nicolaus & Company, Incorporated (registered 2026-08-24)Aug 25, 2026 · 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
- National broker-dealer RIAderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address