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David Isaac Lutz

Lifeguide Financial Advisors, LLC

Mount Joy, PA

Mechanicsburg, PA

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Current Employers
Lifeguide Financial Advisors, Llc

400 W Main St., Mechanicsburg, PA 17055 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-11-07
  • PA RA
    APPROVED
    Since 2016-11-07

Branch Locations

1014 West Main Street Suite 3A, Mount Joy, PA 17552 • United States

400 W Main St., Mechanicsburg, PA 17055 • 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
OrganizationCityStateFromTo
Proequities, Inc Carlisle PA 06/2007 11/2016
Lifeguide Financial Advisors, Llc Mechanicsburg PA 01/2014 Present
Previous Registrations
  • 2007-08-29 → 2016-11-29
    Concourse Financial Group Securities, Inc.
    Mechanicsburg, PA
    Carlisle, PA
    Carlisle, PA
Other Businesses

1) PSALMS241, LLC; investment-related; same address; rental property business; shareholder and member; since 01/2021; approximately 4 hours per month; management decisions for LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-27
  • S66 Uniform Combined State Law Examination
    2007-08-27
Designations
Other Names
  • Zak Lutz

View on SEC IAPD

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Nathaniel Lawrence Miller
Patricia Bender
WILBUR LEE SHERTZER
Jay Kevin Kready
JOHN CHARLES SIMKINS
LEANNE L FEE
MARK ALLEN BRINSER

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Mount Joy, PA
EDWARD JONES · MOUNT JOY, PA
STEWARDSHIP ADVISORS, LLC · MOUNT JOY, PA
LIFEGUIDE FINANCIAL ADVISORS, LLC · Mount Joy, PA
PNC WEALTH MANAGEMENT LLC · MOUNT JOY, PA
CETERA INVESTMENT ADVISERS LLC · MOUNT JOY, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ELIZABETHTOWN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Landisville, PA

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