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 Lambert Bear

Nwf Advisory Services Incindependent RIAGreenwood Village, Codual registrantIAPD 5676389

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since May 19, 2025

In the industry

17 y

since Jul 23, 2009 (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

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: artisancap.com/team/david-l-bearreportedartisancap.comfirm site, Sep 15, 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.

Registration history

IAPD current and previous registrations

Nwf Advisory Services Inc independent RIA current
since May 19, 2025 · Greenwood Village, Co
The Ameriflex Group BD affiliated
Apr 2, 2024 to Jul 3, 2025 · Greenwood Village, Co
Pruco Securities, LLC no RAUM
Aug 13, 2015 to Apr 11, 2024 · Centennial, Co
J. W. Cole Advisors, Inc. BD affiliated
Jul 24, 2009 to Aug 21, 2015 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

The Ameriflex Group to Nwf Advisory Services Inc
left Jul 3, 2025, registered May 19, 2025 (-45 days) · corporate re-registration, not a move
Pruco Securities, LLC to The Ameriflex Group
left Apr 11, 2024, registered Apr 2, 2024 (-9 days) · Affiliated broker-dealer or bank to another · moved with a team
J. W. Cole Advisors, Inc. to Pruco Securities, LLC
left Aug 21, 2015, registered Aug 13, 2015 (-8 days) · Other

Signals

David Lambert Bear left Pruco Securities, Llc for The Ameriflex Group (registered 2024-04-02)
Apr 11, 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address