David E Duncan

Current Employers

Monterey Wealth

200 Ashford Center North Suite 220, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2020-05-19

GA RA
APPROVED

Since 2020-05-19

Branch Locations

200 Ashford Center North Suite 220, Atlanta, GA 30338 • 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
Triage Consulting Group	Atlanta	GA	06/2012	05/2017
Lpl Financial, Llc	Atlanta	GA	09/2016	05/2020
Monterey Wealth	Atlanta	GA	05/2020	Present

06/2012 → 05/2017

Triage Consulting Group

Atlanta, GA
09/2016 → 05/2020

Lpl Financial, Llc

Atlanta, GA
05/2020 → Present

Monterey Wealth

Atlanta, GA

Previous Registrations

2017-08-30 → 2020-05-26

Lpl Financial Llc

Atlanta, GA

Other Businesses

1. 03/2018 - INDEPENDENT INSURANCE AGENT - Investment Related - ATLANTA, GA - INSURANCE SALES - Started 03/2018 - 5 Hours Per Month - During Securities Trading - Time Spent 100%.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-27

S66 Uniform Combined State Law Examination

2017-08-27

Designations

Other Names

David Duncan
David Edward Duncan

View on SEC IAPD