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.
David Edward Shoesmith
- Business email
- david@wealthmgtsolutions.netreportedwealthmgtsolutions.netfirm site, Sep 16, 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.
- Wealth Management Solutions independent RIA currentsince Jul 26, 2018 · Claremore, Ok
- Robert Stephen Capital Management LLC independent RIAJan 4, 2008 to Aug 15, 2018 · Bartlesville, Ok
- Wolf Financial Management, LLC formerJun 17, 2005 to Dec 31, 2007 · Bartlesville, Ok
- Wilbanks Securities Advisory formerSep 7, 2004 to Jun 8, 2005 · Bartlesville, Ok
- Heartland Financial Advisors Group, Inc. unclassifiedDec 5, 2003 to Sep 14, 2004 · Bartlesville, Ok
- Shoesmith Financial Services, Inc. unclassifiedNov 15, 2000 to Dec 31, 2003 · Bartlesville, Ok
- Robert Stephen Capital Management LLC to Wealth Management Solutionsleft Aug 15, 2018, registered Jul 26, 2018 (-20 days) · RIA to RIA · moved with a team
- Wolf Financial Management, LLC to Robert Stephen Capital Management LLCleft Dec 31, 2007, registered Jan 4, 2008 (4 days) · Other
- Wilbanks Securities Advisory to Wolf Financial Management, LLCleft Jun 8, 2005, registered Jun 17, 2005 (9 days) · Other
- Heartland Financial Advisors Group, Inc. to Wilbanks Securities Advisoryleft Sep 14, 2004, registered Sep 7, 2004 (-7 days) · Other
- Shoesmith Financial Services, Inc. to Heartland Financial Advisors Group, Inc.left Dec 31, 2003, registered Dec 5, 2003 (-26 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address