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 John Allred

Ignite Planners LLCindependent RIASan Clemente, Ca IA-onlyIAPD 2496873

Feed of 09/15/2026

Also filed as David J Allred

At current firm

3 y

since Sep 26, 2022

In the industry

32 y

since Jun 20, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

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

Title: Executive Directorreportedigniteplanners.comfirm site, Sep 15, 2026
Professional profile: igniteplanners.com/david-allredreportedigniteplanners.comfirm site, Sep 15, 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

Ignite Planners LLC independent RIA current
since Sep 26, 2022 · San Clemente, Ca
Foresight Wealth Management, LLC former
May 24, 2017 to Nov 11, 2022 · Draper, Ut
Girard Securities, Inc. former
Apr 18, 2011 to May 23, 2017 · Salt Lake City, Ut
Equitable Advisors, LLC national BD
Dec 8, 2008 to Apr 25, 2011 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

Foresight Wealth Management, LLC to Ignite Planners LLC
left Nov 11, 2022, registered Sep 26, 2022 (-46 days) · RIA to RIA · moved with a team
Girard Securities, Inc. to Foresight Wealth Management, LLC
left May 23, 2017, registered May 24, 2017 (1 days) · Other
Equitable Advisors, LLC to Girard Securities, Inc.
left Apr 25, 2011, registered Apr 18, 2011 (-7 days) · Other

Signals

David John Allred left Foresight Wealth Management, Llc for Ignite Planners Llc (registered 2022-09-26)
Nov 11, 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: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address