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 Hong Chung
Feed of 09/14/2026
At current firm
0 y
since Mar 30, 2026
In the industry
24 y
since Jan 8, 2002 (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
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
- Logic Wealth Management, LLC independent RIA currentsince Mar 30, 2026 · Pasadena, Ca
- Logic Wealth Management, LLC independent RIAJun 24, 2010 to Dec 31, 2025 · Pasadena, Ca
- Wealth Management Coach, LLC. unclassifiedMay 4, 2005 to Nov 9, 2010 · Alhambra, Ca
- Castle Group Investment Counsel, Inc. state registeredMar 4, 2004 to Nov 30, 2007 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wealth Management Coach, LLC. to Logic Wealth Management, LLCleft Nov 9, 2010, registered Jun 24, 2010 (-138 days) · Other
- Castle Group Investment Counsel, Inc. to Wealth Management Coach, LLC.left Nov 30, 2007, registered May 4, 2005 (-940 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address