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••••• V• M••••••
- Professional profile
- linkedin.com/in/dustin-metcalf-327b34223reportedadviserinfo.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.
- I••••••••• W••••• C••••••• L•• independent RIA currentsince Feb 1, 2023 · Austin, Tx
- L••••• W••••• A•••••••• I••• formerOct 14, 2021 to Mar 31, 2023 · Solana Beach, Ca
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to Oct 4, 2021 · La Quinta, Ca
- C•••• I••••••••• S••••••• C•••• formerDec 5, 2011 to Oct 1, 2012 · La Quinta, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 12, 2011 to Dec 1, 2011 · Indian Wells, Ca
- M••••• S•••••• wirehouseNov 9, 2010 to Sep 7, 2011 · Palm Desert, Ca
- L••••• W••••• A•••••••• I••• to I••••••••• W••••• C••••••• L••left Mar 31, 2023, registered Feb 1, 2023 (-58 days) · corporate re-registration, not a move
- J••• M••••• S••••••••• L•• to L••••• W••••• A•••••••• I•••left Oct 4, 2021, registered Oct 14, 2021 (10 days) · Wirehouse to independent RIA
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••• I••••••••• S••••••• C••••left Dec 1, 2011, registered Dec 5, 2011 (4 days) · Other
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 7, 2011, registered Sep 12, 2011 (5 days) · Wirehouse to wirehouse
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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address