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 Ashley Iobst
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
9 y
since Jan 4, 2017
In the industry
27 y
since Apr 30, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Lifemark Securities Corp. BD affiliated currentsince Jan 4, 2017 · Middletown, De
- Directed Services LLC formerAug 13, 2009 to Nov 30, 2010 · West Chester, Pa
- Tower Square Securities, Inc. formerFeb 22, 2007 to Nov 12, 2007 · Wilmington, De
- Osaic Fs, Inc. formerMar 10, 2005 to Jan 11, 2007 · Wilmington, De
Moves
a registration end followed by a registration begin elsewhere
- Directed Services LLC to Lifemark Securities Corp.left Nov 30, 2010, registered Jan 4, 2017 (2227 days) · Other
- Tower Square Securities, Inc. to Directed Services LLCleft Nov 12, 2007, registered Aug 13, 2009 (640 days) · Other
- Osaic Fs, Inc. to Tower Square Securities, Inc.left Jan 11, 2007, registered Feb 22, 2007 (42 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address