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 Patrick Nadeau
Feed of 09/14/2026
At current firm
8 y
since Aug 20, 2018
In the industry
14 y
since Jul 6, 2012 (earliest exam, job or registration)
Prior registered firms
5
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
- Edward Jones national BD currentsince Aug 20, 2018 · Shreveport, La
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Aug 20, 2018 · Shreveport, La
- Msi Financial Services, Inc. formerJan 4, 2017 to Mar 25, 2017 · Shreveport, La
- LPL Financial LLC BD affiliatedJul 23, 2015 to Nov 27, 2015 · Shreveport, La
- Intrua Advisory Group LLC formerMar 4, 2015 to May 22, 2015 · Shreveport, La
- Edward Jones national BDSep 4, 2012 to Feb 6, 2015 · Shreveport, La
Moves
a registration end followed by a registration begin elsewhere
- MML Investors Services, LLC to Edward Jonesleft Aug 20, 2018, registered Aug 20, 2018 (0 days) · Affiliated broker-dealer or bank to another
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- LPL Financial LLC to Msi Financial Services, Inc.left Nov 27, 2015, registered Jan 4, 2017 (404 days) · Other
- Intrua Advisory Group LLC to LPL Financial LLCleft May 22, 2015, registered Jul 23, 2015 (62 days) · Other
- Edward Jones to Intrua Advisory Group LLCleft Feb 6, 2015, registered Mar 4, 2015 (26 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
- National broker-dealer RIAderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address