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 Joseph Pilaitis
Certified Financial Planner
Feed of 09/15/2026
Also filed as David Joseph Pilaitis
At current firm
0 y
since Nov 26, 2025
In the industry
29 y
since Jul 21, 1997 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- United Capital Financial Advisors independent RIA currentsince Nov 26, 2025 · West Deptford, Nj
- Ic Advisory Services, Inc. formerDec 26, 2024 to Jan 2, 2025 · Bala Cynwyd, Pa
- Apexium Financial LP formerMay 16, 2016 to Dec 4, 2025 · Philadelphia, Pa
- Citrin Cooperman Wealth Management, LP formerMar 13, 2009 to Dec 31, 2016 · New York, Ny
- Ymsr Advisors, Inc. unclassifiedDec 6, 2007 to Dec 31, 2008 · Philadelphia, Pa
- Mycio Wealth Partners, LLC independent RIAApr 6, 2006 to Mar 12, 2007 · Philadelphia, Pa
- Vanguard Advisers, Inc. BD affiliatedJun 15, 2000 to Sep 24, 2003 · Malvern, Pa
Moves
a registration end followed by a registration begin elsewhere
- Apexium Financial LP to Ic Advisory Services, Inc.left Dec 4, 2025, registered Dec 26, 2024 (-343 days) · RIA to affiliated broker-dealer or bank
- Ic Advisory Services, Inc. to United Capital Financial Advisorsleft Jan 2, 2025, registered Nov 26, 2025 (328 days) · Affiliated broker-dealer or bank to independent RIA
- Citrin Cooperman Wealth Management, LP to Apexium Financial LPleft Dec 31, 2016, registered May 16, 2016 (-229 days) · Other · moved with a team
- Ymsr Advisors, Inc. to Citrin Cooperman Wealth Management, LPleft Dec 31, 2008, registered Mar 13, 2009 (72 days) · Other
- Mycio Wealth Partners, LLC to Ymsr Advisors, Inc.left Mar 12, 2007, registered Dec 6, 2007 (269 days) · Other
- Vanguard Advisers, Inc. to Mycio Wealth Partners, LLCleft Sep 24, 2003, registered Apr 6, 2006 (925 days) · Other
Signals
- David Joseph Pilaitis left Apexium Financial Lp for Ic Advisory Services, Inc. (registered 2024-12-26)Dec 4, 2025 · Advisor changed firm · fact
- David Joseph Pilaitis left Ic Advisory Services, Inc. for United Capital Financial Advisors (registered 2025-11-26)Jan 2, 2025 · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address