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 Eric Baysinger
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Mar 13, 2024
In the industry
28 y
since Aug 7, 1998 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Crusonia Wealth Advisors LLC independent RIA currentsince Mar 13, 2024 · Castle Rock, Co
- Wealthsource? formerJan 15, 2021 to Jun 7, 2024 · Castle Rock, Co
- Frontier Wealth Management, LLC formerApr 20, 2015 to Jan 15, 2021 · Lone Tree, Co
- Comprehensive Personal Financial Advisors formerFeb 5, 2014 to Mar 25, 2015 · Lone Tree, Co
- Global Wealth Management LLC unclassifiedApr 14, 2009 to Dec 31, 2011 · Greenwood Village, Co
- Bok Financial Private Wealth, Inc. independent RIAMay 20, 2005 to Sep 15, 2008 · Denver, Co
- Deloitte Investment Advisors LLC unclassifiedSep 3, 1998 to Apr 30, 2003 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- Wealthsource? to Crusonia Wealth Advisors LLCleft Jun 7, 2024, registered Mar 13, 2024 (-86 days) · RIA to a newly registered adviser · moved with a team
- Frontier Wealth Management, LLC to Wealthsource?left Jan 15, 2021, registered Jan 15, 2021 (0 days) · RIA to RIA · moved with a team
- Comprehensive Personal Financial Advisors to Frontier Wealth Management, LLCleft Mar 25, 2015, registered Apr 20, 2015 (26 days) · Other · moved with a team
- Global Wealth Management LLC to Comprehensive Personal Financial Advisorsleft Dec 31, 2011, registered Feb 5, 2014 (767 days) · Other
- Bok Financial Private Wealth, Inc. to Global Wealth Management LLCleft Sep 15, 2008, registered Apr 14, 2009 (211 days) · Other
- Deloitte Investment Advisors LLC to Bok Financial Private Wealth, Inc.left Apr 30, 2003, registered May 20, 2005 (751 days) · Other
Signals
- David Eric Baysinger left Wealthsource? for Crusonia Wealth Advisors Llc (registered 2024-03-13)Jun 7, 2024 · 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address