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 Boyers
Feed of 09/14/2026
Also filed as David C Boyers
At current firm
1 y
since Aug 22, 2025
In the industry
32 y
since Jun 15, 1994 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Primerica Advisors national BD currentsince Aug 22, 2025 · San Antonio, Tx
- Victory Capital Management Inc. asset managerFeb 22, 2023 to Sep 6, 2023 · San Antonio, Tx
- Sequent Planning, LLC independent RIAMar 12, 2020 to May 12, 2020 · San Antonio, Tx
- United Capital Financial Advisors independent RIAApr 17, 2014 to Jan 15, 2015 · San Antonio, Tx
- Investment Professionals, Inc. formerAug 7, 2006 to May 2, 2014 · San Antonio, Tx
- Hilltop Securities Inc. BD affiliatedFeb 25, 2005 to Aug 22, 2006 · San Antonio, Tx
- Banc Of America Investment Services, Inc. unclassifiedJan 1, 1998 to Feb 28, 2005 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Victory Capital Management Inc. to Primerica Advisorsleft Sep 6, 2023, registered Aug 22, 2025 (716 days) · Other
- Sequent Planning, LLC to Victory Capital Management Inc.left May 12, 2020, registered Feb 22, 2023 (1016 days) · Other
- United Capital Financial Advisors to Sequent Planning, LLCleft Jan 15, 2015, registered Mar 12, 2020 (1883 days) · Other
- Investment Professionals, Inc. to United Capital Financial Advisorsleft May 2, 2014, registered Apr 17, 2014 (-15 days) · Other
- Hilltop Securities Inc. to Investment Professionals, Inc.left Aug 22, 2006, registered Aug 7, 2006 (-15 days) · Other
- Banc Of America Investment Services, Inc. to Hilltop Securities Inc.left Feb 28, 2005, registered Feb 25, 2005 (-3 days) · Other
Signals
- David Boyers left Victory Capital Management Inc. for Primerica Advisors (registered 2025-08-22)Sep 6, 2023 · 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address