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David Siflinger

David'S Planning Services, LLC

Eastchester, NY

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Current Employers
David'S Planning Services, Llc

Eastchester, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-05
  • NY RA
    APPROVED
    Since 2024-03-05

Branch Locations

Eastchester, NY • 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
David's Planning Services, Llc Eastchester NY 07/2015 Present
Dermx Media Vail CO 08/2020 01/2024
Rnn-Tv Rye Brook NY 06/2018 07/2020
Publicis Lifebrands Medicus New York NY 04/2013 05/2018
  • 07/2015 → Present
    David's Planning Services, Llc
    Eastchester, NY
  • 08/2020 → 01/2024
    Dermx Media
    Vail, CO
  • 06/2018 → 07/2020
    Rnn-Tv
    Rye Brook, NY
  • 04/2013 → 05/2018
    Publicis Lifebrands Medicus
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-13
  • S65 Uniform Investment Adviser Law Examination
    2014-09-13

View on SEC IAPD

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