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 W Conard
Feed of 09/14/2026
Also filed as David William Conard
At current firm
0 y
since Jan 1, 2026
In the industry
27 y
since Jan 1, 1999 (earliest exam, job or registration)
Prior registered firms
6
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
- First Advisors National, LLC independent RIA currentsince Jan 1, 2026 · Henderson, Nv
- Planmember Securities Corporation independent RIAJan 21, 2021 to Sep 16, 2021 · Carpinteria, Ca
- First Advisors National, LLC independent RIANov 28, 2016 to Jan 4, 2021 · Channahon, Il
- Harvest Investment Services, LLC independent RIAApr 2, 2012 to Nov 22, 2016 · Oakbrook Terrace, Il
- Cuna Brokerage Services, Inc. formerJan 24, 2011 to Dec 2, 2011 · Waverly, Ia
- Chase Investment Services Corp. formerNov 18, 2009 to Nov 19, 2010 · Hammond, In
- World Equity Group, Inc. BD affiliatedOct 11, 2006 to Nov 6, 2009 · Channahon, Il
Moves
a registration end followed by a registration begin elsewhere
- Planmember Securities Corporation to First Advisors National, LLCleft Sep 16, 2021, registered Jan 1, 2026 (1568 days) · RIA to RIA
- First Advisors National, LLC to Planmember Securities Corporationleft Jan 4, 2021, registered Jan 21, 2021 (17 days) · RIA to RIA
- Harvest Investment Services, LLC to First Advisors National, LLCleft Nov 22, 2016, registered Nov 28, 2016 (6 days) · Other
- Cuna Brokerage Services, Inc. to Harvest Investment Services, LLCleft Dec 2, 2011, registered Apr 2, 2012 (122 days) · Other
- Chase Investment Services Corp. to Cuna Brokerage Services, Inc.left Nov 19, 2010, registered Jan 24, 2011 (66 days) · Other
- World Equity Group, Inc. to Chase Investment Services Corp.left Nov 6, 2009, registered Nov 18, 2009 (12 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