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595 Ashley Ct Ste 2, North Liberty, IA 52317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
595 Ashley Ct Ste 2, North Liberty, IA 52317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 05/2006 | 04/2023 |
| Private Client Services | Clive | IA | 04/2023 | 12/2025 |
| David James Financial Inc. | North Liberty | IA | 04/2023 | Present |
| Fidelity Institutional | Smithfield | RI | 06/2006 | 04/2023 |
| Lane Family Wealth Management | North Liberty | IA | 10/2025 | Present |
1) David James Financial DBA Lane Family Wealth Management, 595 Ashley Court, Suite 2, North Liberty, IA 52317. RIA. 160 hrs/mo; 160 during trading hrs. 2) David Patrick Senkyr Life Insurance. Life and Long Term Care Insurance Sales. 0-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-05 |
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