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 Abdoush
Feed of 09/14/2026
At current firm
3 y
since Oct 6, 2022
In the industry
11 y
since Jun 1, 2015 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince Oct 6, 2022 · El Segundo, Ca
- Wells Fargo Advisors wirehouseJun 16, 2021 to Sep 8, 2022 · Coopersburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to J.P. Morgan Securities LLCleft Sep 8, 2022, registered Oct 6, 2022 (28 days) · Wirehouse to wirehouse · moved with a team
Signals
- David Abdoush left Wells Fargo Advisors for J.P. Morgan Securities Llc (registered 2022-10-06)Sep 8, 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
- Wirehousederived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address