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 Andrew Wilson
Feed of 09/14/2026
Also filed as Drew Wilson
At current firm
6 y
since Jan 17, 2020
In the industry
31 y
since Mar 3, 1995 (earliest exam, job or registration)
Prior registered firms
5
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Jan 17, 2020 · El Dorado, Ks
- Fbl Wealth Management, LLC BD affiliatedMay 15, 2019 to Jan 21, 2020 · West Des Moines, Ia
- Iht Wealth Management LLC BD affiliatedOct 13, 2017 to May 16, 2019 · Augusta, Ks
- Nvision Wealth Group, LLC formerAug 1, 2014 to Dec 31, 2017 · Augusta, Ks
- Independent Financial Partners BD affiliatedAug 20, 2012 to Oct 22, 2014 · Augusta, Ks
- LPL Financial LLC BD affiliatedJan 24, 2004 to Jun 12, 2013 · El Dorado, Ks
Moves
a registration end followed by a registration begin elsewhere
- Fbl Wealth Management, LLC to Edward Jonesleft Jan 21, 2020, registered Jan 17, 2020 (-4 days) · Other
- Iht Wealth Management LLC to Fbl Wealth Management, LLCleft May 16, 2019, registered May 15, 2019 (-1 days) · RIA to a newly registered adviser
- Nvision Wealth Group, LLC to Iht Wealth Management LLCleft Dec 31, 2017, registered Oct 13, 2017 (-79 days) · Other · moved with a team
- Independent Financial Partners to Nvision Wealth Group, LLCleft Oct 22, 2014, registered Aug 1, 2014 (-82 days) · Other
- LPL Financial LLC to Independent Financial Partnersleft Jun 12, 2013, registered Aug 20, 2012 (-296 days) · Other
Signals
No dated event on this person.
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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address