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David A Tawil

Private Wealth Asset Management

Omaha, NE

San Antonio, TX

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Current Employers
Private Wealth Asset Management

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-11
  • TX RA
    APPROVED
    Since 2022-07-11

Branch Locations

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States

112 E. Pecan St. #2910, San Antonio, TX 78205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc San Antonio TX 03/2021 09/2021
Wells Fargo Bank, Na San Antonio TX 05/2000 09/2021
Private Wealth Asset Management San Antonio TX 10/2021 Present
  • 03/2021 → 09/2021
    Wells Fargo Clearing Services, Llc
    San Antonio, TX
  • 05/2000 → 09/2021
    Wells Fargo Bank, Na
    San Antonio, TX
  • 10/2021 → Present
    Private Wealth Asset Management
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-09
  • S65 Uniform Investment Adviser Law Examination
    2022-07-09
Other Names
  • David Adam Tawil

View on SEC IAPD

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EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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