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 John Costigan
Certified Financial Planner
Feed of 09/14/2026
Also filed as David J Costigan
At current firm
5 y
since Nov 9, 2020
In the industry
27 y
since Oct 22, 1998 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cw Advisors, LLC independent RIA currentsince Nov 9, 2020 · Boston, Ma
- Congress Wealth Management LLC formerSep 22, 2020 to Dec 2, 2020 · Boston, Ma
- Slatestone Private Client formerJun 18, 2019 to Mar 26, 2020 · Jupiter, Fl
- Slatestone Wealth LLC independent RIAOct 16, 2018 to Sep 22, 2020 · Lynnfield, Ma
- Penobscot Investment Management Company, Inc. independent RIASep 11, 2017 to May 2, 2018 · Lynnfield, Ma
- Svb Wealth independent RIANov 14, 2014 to Jun 2, 2017 · Boston, Ma
- Banyan Partners, LLC formerAug 16, 2010 to Nov 26, 2014 · Boston, Ma
- Mai Capital Management, LLC independent RIASep 18, 2009 to May 3, 2010 · Lynnfield, Ma
- Jeta Grove, LLC unclassifiedMay 12, 2006 to Aug 17, 2009 · Boston, Ma
- The Colony Group, LLC unclassifiedFeb 17, 2006 to Aug 17, 2009 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Congress Wealth Management LLC to Cw Advisors, LLCleft Dec 2, 2020, registered Nov 9, 2020 (-23 days) · RIA to a newly registered adviser · moved with a team
- Slatestone Wealth LLC to Slatestone Private Clientleft Sep 22, 2020, registered Jun 18, 2019 (-462 days) · Other
- Slatestone Private Client to Congress Wealth Management LLCleft Mar 26, 2020, registered Sep 22, 2020 (180 days) · RIA to RIA
- Penobscot Investment Management Company, Inc. to Slatestone Wealth LLCleft May 2, 2018, registered Oct 16, 2018 (167 days) · RIA to RIA
- Svb Wealth to Penobscot Investment Management Company, Inc.left Jun 2, 2017, registered Sep 11, 2017 (101 days) · Other
- Banyan Partners, LLC to Svb Wealthleft Nov 26, 2014, registered Nov 14, 2014 (-12 days) · corporate re-registration, not a move
- Mai Capital Management, LLC to Banyan Partners, LLCleft May 3, 2010, registered Aug 16, 2010 (105 days) · Other
- The Colony Group, LLC to Jeta Grove, LLCleft Aug 17, 2009, registered May 12, 2006 (-1193 days) · Other
- Jeta Grove, LLC to Mai Capital Management, LLCleft Aug 17, 2009, registered Sep 18, 2009 (32 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
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address