David Felix Raymond

Current Employers

Employment History

• 10/2014 → Present
  Lpl Financial Llc
  Doylestown, PA
• 09/2015 → Present
  Great Valley Advisor Group, Inc.
  Doylestown, PA

Previous Registrations

• 2006-12-08 → 2014-08-13
  Pnc Wealth Management Llc
  New Hope, PA
  Yardley, PA
  Newtown, PA
  Yardley, PA
  Langhorne, PA
  Holland, PA
  Warminster, PA
  New Hope, PA
  Philadelphia, PA
• 2002-07-30 → 2006-11-22
  Equitable Advisors, Llc
  Princeton, NJ
  Princeton, NJ

Other Businesses

(1) 09/14/2015: DWM - DBA for LPL Business (entity for LPL business) - Investment Related - 165 West Ashland Street Doylestown PA 18901 - Start 12/01/2007 - 100 Hr/Mo; 4 Hour(s) During Securities Trading (2) 09/23/2015: Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Investment Related - 165 West Ashland Street Doylestown PA 18901 - Start 11/01/2014 - 150 Hr/Mo; 6 Hour(s) During Securities Trading - IAR (3) 11/02/2016: Highland Capital - Non-Variable Insurance - Investment Related - 165 West Ashland Street, Doylestown PA 18901 - Start 10/01/2016 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Agent/broker (4) 09/07/2022 - DWM/Doylestown Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/01/2007 - 100 Hours Per Month/4 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-07
• S63 Uniform Securities Agent State Law Examination
  1997-05-27

Other Names

• David F Raymond