DT
Firm Information
Compensation
N/A
Number of Advisors
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Advisor Information
Office location
Casselberry, FL
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David works as a loan originator for Home 1st Lending, dedicating minimal time. He is also a licensed insurance agent and an area manager for CarePlus Medical, a body positioner manufacturer, spending a few hours per week on the latter.
Employment History
Current Registrations
Iwg Investment Advisors LLC
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
Planmember Securities Corporation
December 2016 - May 2019 · 2 yrs 5 mos
Planmember Securities Corporation Broker
September 2016 - May 2019 · 2 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.