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 Joseph Goldstone
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
4 y
since Oct 28, 2021
In the industry
15 y
since Nov 4, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Condor Capital Wealth Management independent RIA currentsince Oct 28, 2021 · Martinsville, Nj
- Backend Benchmarking formerJun 26, 2019 to Sep 22, 2021 · Martinsville, Nj
- First National Capital Markets, Inc. formerSep 23, 2013 to Nov 6, 2014 · Broomfield, Co
- Waddell & Reed formerNov 5, 2010 to Oct 12, 2011 · Boulder, Co
Moves
a registration end followed by a registration begin elsewhere
- Backend Benchmarking to Condor Capital Wealth Managementleft Sep 22, 2021, registered Oct 28, 2021 (36 days) · Other
- First National Capital Markets, Inc. to Backend Benchmarkingleft Nov 6, 2014, registered Jun 26, 2019 (1693 days) · Other
- Waddell & Reed to First National Capital Markets, Inc.left Oct 12, 2011, registered Sep 23, 2013 (712 days) · Other
Signals
No dated event on this person.
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address