David Allen Bankston

Employer firm

Rwc For Life CRD 317898

$30.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1990 → Present
  David A Bankston Cpa, Llc
  Tampa, FL
• 04/1999 → Present
  Bankston Wealth Management, Inc. Fka Bankston Financial Group
  Tampa, FL
• 01/2016 → 10/2018
  Fsc Securities Corp
  Atlanta, GA
• 04/2020 → 05/2022
  Simplicity Wealth, Llc
  Holland, MI
• 02/2022 → Present
  Retire With Confidence For Life Dba Rwc For Life
  Naperville, IL

Previous Registrations

• 2020-06-22 → 2022-05-19
  Simplicity Wealth
  Summit, NJ
  Lutz, FL
• 2017-01-06 → 2018-09-13
  Fsc Securities Corporation
  Lutz, FL
  Clearwater, FL
  Ellenton, FL
• 2015-04-21 → 2016-11-29
  Onpointe Advisory And Financial Services, Llc
  Lutz, FL
  Petaluma, CA
• 2011-09-19 → 2014-02-04
  Ausdal Financial Partners, Inc.
  Davenport, IA
  Lutz, FL
• 2011-04-28 → 2011-08-04
  Financial Advisory Services Of Tampa, Inc.
  Lutz, FL
  Tampa, FL
  Lutz, FL
• 2007-03-12 → 2009-12-31
  Ausdal Financial Partners, Inc.
  Davenport, IA
  Davenport, IA
  Olathe, KS
  Lutz, FL
• 2003-09-18 → 2006-10-31
  Qa3 Financial Llc
  Lutz, FL

Other Businesses

1) Bankston Wealth Management, Inc. FKA Bankston Financial Group; Investment-related; 17874 N US Hwy 41, Lutz, FL 33549; Life insurance and annuity sales; President; 02/1999; Approx. 80 hours/month; Approx. 80 hours/month during trading hours; Insurance and annuity sales. 2) David Bankston; Investment-related; 17874 N US Hwy 41, Lutz, FL 33549; Life insurance and annuity sales; Licensed Insurance Agent; 02/1999; Approx. 80 hours/month as President of Bankston Wealth Management; Approx. 80 hours/month during trading hours as President of Bankston Wealth Management; Insurance and annuity sales. 3) David A Bankston CPA, LLC; Not investment-related; 17874 N US Hwy 41, Lutz, FL 33549; Accounting Firm; Managing Member; 01/2012; Approx. 80 hours/month; Approx. 40 hours/month during trading hours; Accounting and tax preparation. 4) Bankston & Bankston, LLC; Not investment-related; 17874 N US Hwy 41, Lutz, FL 33549; Management; Managing Member; 01/2012; Approx. 1 hour/month; Approx. 1 hour/month during trading hours; Management services of accounting practice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-12
• S63 Uniform Securities Agent State Law Examination
  1996-10-09

Designations

• Certified Financial Planner

Other Names

• Dave Bankston
• David Allen Bankston
• Dave Bankston