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 B Panko

LPL Financial LLCBD affiliatedSan Diego, Ca IA-onlyIAPD 5300490

Certified Financial Planner

Feed of 09/14/2026

Also filed as David Panko

At current firm

1 y

since May 15, 2025

In the industry

18 y

since Oct 9, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since May 15, 2025 · Walton, Ky
Cuso Financial Services, L.P. former
Nov 25, 2024 to May 15, 2025 · San Diego, Ca
Prosperity Capital Advisors independent RIA
Aug 6, 2021 to Jul 29, 2024 · Westlake, Oh
Ameritas Advisory Services former
Jan 3, 2017 to Aug 3, 2021 · Cincinnati, Oh
Independent Financial Partners BD affiliated
Jan 3, 2012 to Dec 20, 2016 · Erlanger, Ky
Msi Financial Services, Inc. former
Oct 9, 2007 to Dec 23, 2011 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

Cuso Financial Services, L.P. to LPL Financial LLC
left May 15, 2025, registered May 15, 2025 (0 days) · corporate re-registration, not a move
Prosperity Capital Advisors to Cuso Financial Services, L.P.
left Jul 29, 2024, registered Nov 25, 2024 (119 days) · RIA to affiliated broker-dealer or bank
Ameritas Advisory Services to Prosperity Capital Advisors
left Aug 3, 2021, registered Aug 6, 2021 (3 days) · Affiliated broker-dealer or bank to independent RIA
Independent Financial Partners to Ameritas Advisory Services
left Dec 20, 2016, registered Jan 3, 2017 (14 days) · Other
Msi Financial Services, Inc. to Independent Financial Partners
left Dec 23, 2011, registered Jan 3, 2012 (11 days) · Other

Signals

David B Panko left Prosperity Capital Advisors for Cuso Financial Services, L.P. (registered 2024-11-25)
Jul 29, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address