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 Skilton
Feed of 09/14/2026
Also filed as Dj Skilton
At current firm
5 y
since Aug 17, 2021
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James & Associates, Inc. national BD currentsince Aug 17, 2021 · The Woodlands, Tx
- Pnc Managed Account Solutions, Inc. formerDec 1, 2020 to Jun 2, 2021 · Conroe, Tx
- J.P. Morgan Securities LLC wirehouseSep 6, 2019 to Oct 23, 2020 · Willis, Tx
- Mutual Of Omaha Investor Services, Inc. independent RIAJun 24, 2019 to Aug 21, 2019 · The Woodlands, Tx
Moves
a registration end followed by a registration begin elsewhere
- Pnc Managed Account Solutions, Inc. to Raymond James & Associates, Inc.left Jun 2, 2021, registered Aug 17, 2021 (76 days) · Affiliated broker-dealer or bank to another
- J.P. Morgan Securities LLC to Pnc Managed Account Solutions, Inc.left Oct 23, 2020, registered Dec 1, 2020 (39 days) · Wirehouse to affiliated broker-dealer or bank
- Mutual Of Omaha Investor Services, Inc. to J.P. Morgan Securities LLCleft Aug 21, 2019, registered Sep 6, 2019 (16 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address