David Charles Kirk

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 11/2009 → Present
  Raymond James Financial Services Advisors
  St. Petersburg, FL

Previous Registrations

• 2000-10-03 → 2009-11-05
  Raymond James & Associates, Inc.
  Atlanta, GA
  Dallas, TX
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

(1)Name of Business: Kirk Wealth Group Address: 409 Pasadena Ave S, Saint Petersburg, FL, 33707, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (2)Name of Business: KIRK WEALTH MANAGEMENT LLC Address: 409 Pasadena Ave S, Saint Petersburg, FL, 33707, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/13/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am using this LLC for business purposes. All funds from the office flow through this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-13
• S63 Uniform Securities Agent State Law Examination
  1998-01-22

Designations

• Certified Financial Planner