RIA Intelligence

Professional profile

linkedin.com/in/david-chong-cfa-cfp-51189b20reportedadviserinfo.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.

• O•••••• W••••• G•••• I••• state registered current
  since Apr 10, 2025 · Brea, Ca
• S•••••• W••••• A•••••••• L•• unclassified
  Feb 22, 2017 to Jun 24, 2022 · El Segundo, Ca
• P••• A••••• S••••••••• L•• BD affiliated
  Sep 26, 2008 to Apr 26, 2013 · Laguna Niguel, Ca
• C•••• W••••• M••••••••• I••• unclassified
  Mar 28, 2007 to Aug 6, 2008 · Huntington Beach, Ca

• S•••••• W••••• A•••••••• L•• to O•••••• W••••• G•••• I•••
  left Jun 24, 2022, registered Apr 10, 2025 (1021 days) · Other
• P••• A••••• S••••••••• L•• to S•••••• W••••• A•••••••• L••
  left Apr 26, 2013, registered Feb 22, 2017 (1398 days) · Other
• C•••• W••••• M••••••••• I••• to P••• A••••• S••••••••• L••
  left Aug 6, 2008, registered Sep 26, 2008 (51 days) · Other

• D•••• Y••• C•••• left S•••••• W••••• A•••••••• L•• for O•••••• W••••• G•••• I••• (registered 2025-04-10)
  Jun 24, 2022 · Advisor changed firm · fact

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

19derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address