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
Howard S Goldson
Feed of 09/14/2026
Also filed as Howard Steven Goldberg
At current firm
5 y
since Mar 16, 2021
In the industry
25 y
since Dec 19, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
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
- Pinnacle Wealth Strategies, LLC state registered currentsince Aug 16, 2021 · Albany, Ny
- Latitude Advisors, LLC independent RIA currentsince Mar 16, 2021 · Yorkville, Il
- Ssn Advisory, Inc. formerJan 5, 2010 to Aug 15, 2011 · West Coxsackie, Ny
- Medallion Advisory Services, LLC unclassifiedSep 24, 2004 to Dec 31, 2009 · West Coxsackie, Ny
- Centaurus Financial, Inc. BD affiliatedJan 7, 2004 to Sep 29, 2004 · West Corksackie, Ny
- Equitable Advisors, LLC national BDJul 2, 2002 to Nov 18, 2002 · West Coxsackie, Ny
Moves
a registration end followed by a registration begin elsewhere
- Ssn Advisory, Inc. to Latitude Advisors, LLCleft Aug 15, 2011, registered Mar 16, 2021 (3501 days) · Other
- Medallion Advisory Services, LLC to Ssn Advisory, Inc.left Dec 31, 2009, registered Jan 5, 2010 (5 days) · Other
- Centaurus Financial, Inc. to Medallion Advisory Services, LLCleft Sep 29, 2004, registered Sep 24, 2004 (-5 days) · Other
- Equitable Advisors, LLC to Centaurus Financial, Inc.left Nov 18, 2002, registered Jan 7, 2004 (415 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address