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.

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.

Registered advisor

D•••• A• M•••••

L•• F•••••••• L••BD affiliatedSarasota, Fldual registrantIAPD 6006993

Feed of 09/14/2026

Also filed as Madway David

At current firm

1 y

since Sep 17, 2025

In the industry

14 y

since Mar 5, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Sep 17, 2025 · Sarasota, Fl
S•••• W••••• M••••••••• L•• BD affiliated
Sep 22, 2023 to Sep 16, 2025 · Sarasota, Fl
M••••• S•••••• wirehouse
Jul 7, 2022 to Nov 3, 2022 · Tampa, Fl
M••••• S•••••• wirehouse
Feb 4, 2021 to Jun 1, 2021 · Sarasota, Fl
U••• I••••••••• S••••••• C•••••• no RAUM
Jun 3, 2019 to Aug 13, 2019 · Addison, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 20, 2016 to Jan 9, 2018 · Cedar Park, Tx
U••••• C•••••• F•••••••• A••••••• independent RIA
Feb 23, 2016 to Apr 5, 2016 · Austin, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 28, 2013 to Sep 28, 2015 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

S•••• W••••• M••••••••• L•• to L•• F•••••••• L••
left Sep 16, 2025, registered Sep 17, 2025 (1 days) · Affiliated broker-dealer or bank to another
M••••• S•••••• to S•••• W••••• M••••••••• L••
left Nov 3, 2022, registered Sep 22, 2023 (323 days) · Wirehouse to affiliated broker-dealer or bank
U••• I••••••••• S••••••• C•••••• to M••••• S••••••
left Aug 13, 2019, registered Feb 4, 2021 (541 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U••• I••••••••• S••••••• C••••••
left Jan 9, 2018, registered Jun 3, 2019 (510 days) · Wirehouse to affiliated broker-dealer or bank
U••••• C•••••• F•••••••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 5, 2016, registered Sep 20, 2016 (168 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U••••• C•••••• F•••••••• A•••••••
left Sep 28, 2015, registered Feb 23, 2016 (148 days) · Other

Signals

D•••• A• M••••• left S•••• W••••• M••••••••• L•• for L•• F•••••••• L•• (registered 2025-09-17)
Sep 16, 2025 · Advisor changed firm · fact
D•••• A• M••••• left M••••• S•••••• for S•••• W••••• M••••••••• L•• (registered 2023-09-22)
Nov 3, 2022 · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address