Inactive

David Lane Middleton

Middleton Advisory

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Current Employers

Middleton Advisory

3 Bethesda Metro Center Suite 700, Bethesda, MD 20814 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APP_PEND_IARCE	2026-01-01

MD RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

3 Bethesda Metro Center Suite 700, Bethesda, MD 20814 • 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
Middleton Advisory Llc	Bethesda	MD	10/2010	Present

10/2010 → Present

Middleton Advisory Llc

Bethesda, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-12-02
S66	Uniform Combined State Law Examination	2008-03-11

S65 Uniform Investment Adviser Law Examination

2010-12-02
S66 Uniform Combined State Law Examination

2008-03-11

Designations

View on SEC IAPD

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