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 Chenet
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as David W. Chenet
At current firm
3 y
since Dec 8, 2022
In the industry
19 y
since May 25, 2007 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Presidio Capital Management, LLC independent RIA currentsince Dec 8, 2022 · San Diego, Ca
- Paradigm Wealth Advisory LLC independent RIAMay 11, 2016 to Dec 9, 2022 · Bridgewater, Nj
- First Allied Advisory Services, Inc. formerJul 2, 2012 to Dec 23, 2014 · Chesterfield, Mo
- First Allied Securities, Inc. formerSep 16, 2009 to Jul 2, 2012 · San Diego, Ca
- LPL Financial LLC BD affiliatedMay 28, 2007 to Sep 18, 2009 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Paradigm Wealth Advisory LLC to Presidio Capital Management, LLCleft Dec 9, 2022, registered Dec 8, 2022 (-1 days) · RIA to RIA
- First Allied Advisory Services, Inc. to Paradigm Wealth Advisory LLCleft Dec 23, 2014, registered May 11, 2016 (505 days) · Other
- First Allied Securities, Inc. to First Allied Advisory Services, Inc.left Jul 2, 2012, registered Jul 2, 2012 (0 days) · corporate re-registration, not a move
- LPL Financial LLC to First Allied Securities, Inc.left Sep 18, 2009, registered Sep 16, 2009 (-2 days) · Other
Signals
- David Chenet left Paradigm Wealth Advisory Llc for Presidio Capital Management, Llc (registered 2022-12-08)Dec 9, 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