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.
D•••• M•••••• B•••••••
- Professional profile
- linkedin.com/in/david-bartoski-cfp%C2%AE-70933191reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- F•••• F•••••••• P••••••• state registered currentsince Apr 12, 2024 · Boerne, Tx
- U••• I••••••••• S••••••• C•••••• no RAUMApr 17, 2013 to Apr 11, 2019 · San Antonio, Tx
- U••• F•••••••• P••••••• S••••••• formerJul 30, 2010 to Apr 19, 2013 · San Antonio, Tx
- L•• F•••••••• L•• BD affiliatedAug 12, 2009 to Jul 19, 2010 · Greenville, Sc
- A••••••••• F•••••••• S•••••••• L•• national BDMar 28, 2005 to Aug 12, 2009 · Greenville, Sc
- U••• I••••••••• S••••••• C•••••• to F•••• F•••••••• P•••••••left Apr 11, 2019, registered Apr 12, 2024 (1828 days) · Affiliated broker-dealer or bank to a state-registered adviser
- U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••left Apr 19, 2013, registered Apr 17, 2013 (-2 days) · channel change inside one enterprise, not a move
- L•• F•••••••• L•• to U••• F•••••••• P••••••• S•••••••left Jul 19, 2010, registered Jul 30, 2010 (11 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Aug 12, 2009, registered Aug 12, 2009 (0 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address