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.

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.

Registered advisor

D••••• S•••

T•••••••• A••••••• G••••• I•••BD affiliatedLouisville, Ky dual registrantIAPD 4223961

Feed of 09/15/2026

Also filed as Donald A Sada

At current firm

1 y

since Aug 1, 2025

In the industry

17 y

since Feb 13, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T•••••••• A••••••• G••••• I••• BD affiliated current
since Aug 1, 2025 · Louisville, Ky
C••••• I••••••••• A••••••• L•• BD affiliated
Jun 29, 2023 to Aug 19, 2025 · Columbus, Oh
C••••• A•••••• N••••••• L•• former
Jun 23, 2021 to Jun 29, 2023 · Columbus, Oh
J••• M••••• S••••••••• L•• wirehouse
Jun 5, 2017 to Jun 14, 2021 · Columbus, Oh
T•••••••• A••••••• G••••• I••• BD affiliated
Sep 1, 2015 to May 31, 2017 · Greensburg, Pa
M•• F•••••••• S•••••••• I••• former
Sep 21, 2012 to Sep 11, 2015 · Johnstown, Pa
I••••••••• P••••••••• I••• former
Aug 5, 2011 to Dec 16, 2011 · San Antonio, Tx
E•••• N••••••• S••••••••• I••• former
Jun 7, 2010 to Jul 21, 2011 · Indiana, Pa
U•••• F•••••••• S••••••• G••••• I••• unclassified
Feb 16, 2009 to Jun 2, 2010 · Indiana, Pa

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to T•••••••• A••••••• G••••• I•••
left Aug 19, 2025, registered Aug 1, 2025 (-18 days) · Affiliated broker-dealer or bank to another
C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••
left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
J••• M••••• S••••••••• L•• to C••••• A•••••• N••••••• L••
left Jun 14, 2021, registered Jun 23, 2021 (9 days) · Wirehouse to affiliated broker-dealer or bank
T•••••••• A••••••• G••••• I••• to J••• M••••• S••••••••• L••
left May 31, 2017, registered Jun 5, 2017 (5 days) · Other
M•• F•••••••• S•••••••• I••• to T•••••••• A••••••• G••••• I•••
left Sep 11, 2015, registered Sep 1, 2015 (-10 days) · Other
I••••••••• P••••••••• I••• to M•• F•••••••• S•••••••• I•••
left Dec 16, 2011, registered Sep 21, 2012 (280 days) · Other
E•••• N••••••• S••••••••• I••• to I••••••••• P••••••••• I•••
left Jul 21, 2011, registered Aug 5, 2011 (15 days) · Other
U•••• F•••••••• S••••••• G••••• I••• to E•••• N••••••• S••••••••• I•••
left Jun 2, 2010, registered Jun 7, 2010 (5 days) · Other

Signals

D••••• S••• left C••••• I••••••••• A••••••• L•• for T•••••••• A••••••• G••••• I••• (registered 2025-08-01)
Aug 19, 2025 · a•••••• firm change · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address