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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D•••• M•••••• D••••••
- Business email
- david@mindfulwealthllc.comreportedmindfulwealthllc.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/david-m-dickman-1384b4120reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- M•••••• W••••• L•• independent RIA currentsince Aug 2, 2018 · Northbrook, Il
- V•••••• C•••••• M••••••••• L• formerNov 7, 2017 to May 1, 2018 · Chicago, Il
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2008 to Mar 20, 2017 · Chicago, Il
- J••• M••••• S••••••••• I••• unclassifiedNov 26, 2007 to Oct 1, 2008 · Chicago, Il
- L••••• B••••••• I••• unclassifiedJun 4, 2004 to Aug 29, 2007 · Chicago, Il
- V•••••• C•••••• M••••••••• L• to M•••••• W••••• L••left May 1, 2018, registered Aug 2, 2018 (93 days) · RIA to RIA
- J••• M••••• S••••••••• L•• to V•••••• C•••••• M••••••••• L•left Mar 20, 2017, registered Nov 7, 2017 (232 days) · Other
- J••• M••••• S••••••••• I••• to J••• M••••• S••••••••• L••left Oct 1, 2008, registered Oct 1, 2008 (0 days) · corporate re-registration, not a move
- L••••• B••••••• I••• to J••• M••••• S••••••••• I•••left Aug 29, 2007, registered Nov 26, 2007 (89 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