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 Edward Bucholtz

&Partnersindependent RIAClayton, Mo dual registrantIAPD 2598738

Certified Financial Planner

Feed of 09/17/2026

At current firm

0 y

since Sep 8, 2026

In the industry

26 y

since Jul 13, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

&Partners independent RIA current
since Sep 8, 2026 · Clayton, Mo
Commonwealth Financial Network national BD current
since Jun 23, 2003 · Willoughby Hills, Oh
Financial Planning Resources, Inc. unclassified
Aug 26, 2019 to Jan 1, 2023 · Willoughby Hills, Oh
Financial Planning Resources, Inc. unclassified
Aug 26, 2019 to Jan 1, 2023 · Willoughby Hills, Oh
Commonwealth Financial Network national BD
Jun 23, 2003 to Sep 16, 2026 · Willoughby Hills, Oh
LPL Financial LLC BD affiliated
May 13, 2003 to Jul 3, 2003 · Muskegon, Mi
A. G. Edwards & Sons, Inc. unclassified
May 16, 2001 to May 12, 2003 · Chardon, Oh

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Financial Planning Resources, Inc.
left Sep 16, 2026, registered Aug 26, 2019 (-2578 days) · Other · moved with a team
Financial Planning Resources, Inc. to &Partners
left Jan 1, 2023, registered Sep 8, 2026 (1346 days) · Other · moved with a team
LPL Financial LLC to Commonwealth Financial Network
left Jul 3, 2003, registered Jun 23, 2003 (-10 days) · Other
A. G. Edwards & Sons, Inc. to LPL Financial LLC
left May 12, 2003, registered May 13, 2003 (1 days) · Other

Signals

David Edward Bucholtz left Commonwealth Financial Network for Financial Planning Resources, Inc. (registered 2019-08-26)
Sep 16, 2026 · Advisor changed firm · fact
David Edward Bucholtz left Financial Planning Resources, Inc. for &Partners (registered 2026-09-08)
Jan 1, 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: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address