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 Mersky
Feed of 09/15/2026
At current firm
0 y
since Jan 16, 2026
In the industry
19 y
since Aug 30, 2007 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Advisor Share Wealth Management, LLC independent RIA currentsince Jan 16, 2026 · Vancouver, Wa
- Advanced Retirement Solutions, Inc. state registeredApr 16, 2019 to Dec 16, 2022 · Fayetteville, Ar
- First Affirmative Financial Network LLC independent RIAAug 27, 2018 to Apr 15, 2019 · Springdale, Ar
- Cabana Asset Management asset managerNov 5, 2015 to Aug 31, 2017 · Fayetteville, Ar
- Horter Investment Management, LLC independent RIAJan 6, 2014 to Nov 5, 2015 · Fayetteville, Ar
- Integrity Alliance, LLC BD affiliatedJan 12, 2010 to Aug 1, 2012 · Rogers, Ar
- The Change Agency, LLC unclassifiedOct 9, 2007 to Dec 31, 2008 · Springdale, Ar
Moves
a registration end followed by a registration begin elsewhere
- Advanced Retirement Solutions, Inc. to Advisor Share Wealth Management, LLCleft Dec 16, 2022, registered Jan 16, 2026 (1127 days) · Other
- First Affirmative Financial Network LLC to Advanced Retirement Solutions, Inc.left Apr 15, 2019, registered Apr 16, 2019 (1 days) · RIA to a state-registered adviser
- Cabana Asset Management to First Affirmative Financial Network LLCleft Aug 31, 2017, registered Aug 27, 2018 (361 days) · Other
- Horter Investment Management, LLC to Cabana Asset Managementleft Nov 5, 2015, registered Nov 5, 2015 (0 days) · Other
- Integrity Alliance, LLC to Horter Investment Management, LLCleft Aug 1, 2012, registered Jan 6, 2014 (523 days) · Other
- The Change Agency, LLC to Integrity Alliance, LLCleft Dec 31, 2008, registered Jan 12, 2010 (377 days) · Other
Signals
- David Mersky left Advanced Retirement Solutions, Inc. for Advisor Share Wealth Management, Llc (registered 2026-01-16)Dec 16, 2022 · Advisor changed firm · 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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address