Alan R David

Current Employers

David, Alan R.

1101 So. Winchester Blvd. Ste A- 107, San Jose, CA 95128 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2014-05-30

CA RA
APPROVED

Since 2014-05-30

Branch Locations

1101 S Winchester Blvd Suite A-107, San Jose, CA 95128 • 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

Organization	City	State	From	To
Alan David Cpa	Milpitas	CA	01/1981	Present

01/1981 → Present

Alan David Cpa

Milpitas, CA

Previous Registrations

2008-10-07 → 2010-03-31

Kestra Investment Services, Llc

Campbell, CA

Los Gatos, CA
2001-03-29 → 2006-02-21

Securian Financial Services, Inc.

Milpitas, CA

San Mateo, CA

Other Businesses

ALAN R. DAVID, CPA, A PROPRIETORSHIP. ENGAGED IN PREPARATION AND CONSULTING RE. INCOME TAX 100% OWNERSHIP 114 HERITAGE VILLAGE WAY CAMPBELL, CA 95008 1981 THRU PRESENT HOURS PER MONTH: 50

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-01-03

S66 Uniform Combined State Law Examination

2001-01-03

View on SEC IAPD

Current Employers

David, Alan R.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

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