Spencer Jay David

Current Employers

Employment History

• 09/2003 → 12/2025
  Integrated Wealth Services, Inc
  Coral Gables, FL
• 10/2003 → Present
  M Holdings Securities, Inc. (Branch Name: Pfleger Financial Grp.
  Portland, OR
• 10/2003 → Present
  Pfleger Financial Group
  Coral Gables, FL

Previous Registrations

• 2003-11-13 → 2025-12-31
  Integrated Wealth Services, Inc
  Coral Gables, FL
  Coral Gables, FL
  Coral Gables, FL
• 2000-10-16 → 2003-12-31
  Investacorp Advisory Services Inc
  Coral Gables, FL

Other Businesses

1) SPENCER J DAVID ENTERPRISES, INC; 9003 SHENENDOAH CIR STE 1010, NAPLES, FL 34113; S-CORPORATION USED SOLELY FOR BOOK KEEPING/TAX REPORTING; NOT INVESTMENT RELATED; PRESIDENT; ALL EXPENSES AND REVENUES OF MY SECURITIES AND INSURANCE BUSINESS GO THROUGH THIS CORPORATION; 2/12/1999; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS 2) I WILL ENGAGE IN SELLING NON-VARIABLE LIFE INSURANCE FOR WHEN I'LL BE COMPENSATED DIRECTLY BY VARIOUS LIFE INSURANCE COMPANIES. MY INCOME WILL BE BASED ON HOW MUCH PREMIUM I SELL. THE AMOUNT OF TIME I SPEND WILL VARY BASED ON THE NEEDS OF MY CLIENTS. FIXED INSURANCE SALES. 3) PFLEGER FINANCIAL GROUP, INC.; 2600 SOUTH DOUGLAS ROAD, SUITE 607, CORAL GABLES, FL 33134; 06/01/2000; MARKETER; LIFE & DISABILITY INSURANCE; INVESTMENT REALTED; 10 HOURS/MONTH; 10 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS. 4) GSJD LLC; 9003 SHENENDOAH CIRCLE, NAPLES FL 34113; GENERAL PARTNER OF SPENCER J DAVID FLP INVESTMENT; INVESTMENT RELATED; PARTNER; GENERAL PARTNER RESPONSIBILITES; 03/05/2012; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING TRADING HOURS. 5) SPENCER J DAVID FAMILY LIMITED PARTNERSHIP; 9003 SHENENDOAH CIR, NAPLES, FL 34113; 01/2012; LIMITED PARTNER; INVESTMENT VEHICLE; INVESTMENT RELATED; 2 HOURS/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS. 6) SJDAVID LLC; 9003 SHENENDOAH CIRCLE, NAPLES FL 34113; LLC WILL HOLD ROTH IRA FUNDS; INVESTMENT RELATED; MANAGER; INVEST PERSONAL ROTH IRA FUNDS; 3/28/2024; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-12
• S63 Uniform Securities Agent State Law Examination
  1998-01-19