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 Eric Globke

Lat Wealth Financial Advisorsstate registeredClearwater, FlIA-onlyIAPD 5999598

Feed of 09/16/2026

Also filed as David E Globke

At current firm

0 y

since Sep 9, 2026

In the industry

10 y

since Dec 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Lat Wealth Financial Advisors state registered current
since Sep 9, 2026 · Clearwater, Fl
Lat Wealth Financial Advisors state registered current
since Sep 9, 2026 · Clearwater, Fl
Florida Financial Advisors, LLC BD affiliated current
since Jul 22, 2025 · Clearwater, Fl
Florida Financial Advisors, LLC BD affiliated
Jul 22, 2025 to Sep 15, 2026 · Tampa, Fl
Brookstone Capital Management LLC independent RIA
Oct 10, 2023 to Jul 16, 2025 · Murfreesboro, Tn
Hornor, Townsend & Kent, LLC independent RIA
Aug 30, 2023 to Oct 6, 2023 · Murfreesboro, Tn
Brookstone Capital Management LLC independent RIA
Jun 11, 2020 to Aug 29, 2023 · Murfreesboro, Tn

Moves

a registration end followed by a registration begin elsewhere

Florida Financial Advisors, LLC to Lat Wealth Financial Advisors
left Sep 15, 2026, registered Sep 9, 2026 (-6 days) · Affiliated broker-dealer or bank to a state-registered adviser
Brookstone Capital Management LLC to Florida Financial Advisors, LLC
left Jul 16, 2025, registered Jul 22, 2025 (6 days) · RIA to affiliated broker-dealer or bank
Hornor, Townsend & Kent, LLC to Brookstone Capital Management LLC
left Oct 6, 2023, registered Oct 10, 2023 (4 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Brookstone Capital Management LLC to Hornor, Townsend & Kent, LLC
left Aug 29, 2023, registered Aug 30, 2023 (1 days) · RIA to affiliated broker-dealer or bank · moved with a team

Signals

David Eric Globke left Florida Financial Advisors, LLC for Lat Wealth Financial Advisors (registered 2026-09-09)
Sep 15, 2026 · Advisor changed firm · fact
David Eric Globke left Brookstone Capital Management Llc for Florida Financial Advisors, Llc (registered 2025-07-22)
Jul 16, 2025 · Advisor changed firm · fact
David Eric Globke left Hornor, Townsend & Kent, Llc for Brookstone Capital Management Llc (registered 2023-10-10)
Oct 6, 2023 · Advisor changed firm · fact
David Eric Globke left Brookstone Capital Management Llc for Hornor, Townsend & Kent, Llc (registered 2023-08-30)
Aug 29, 2023 · 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: STATE REGISTEREDderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address