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David Michael Jenkins

Trestle Wealth Advisory, LLC

Duluth, GA

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Current Employers
Trestle Wealth Advisory, Llc

3470 Mcclure Bridge Rd #2322, Duluth, GA 30096 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-01-30
  • GA RA
    APPROVED
    Since 2024-01-30

Branch Locations

3470 Mcclure Bridge Rd #2322, Duluth, GA 30096 • 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
Elevate Wealth Advisory, Inc. Athens GA 01/2015 06/2024
Trestle Wealth Advisory, Llc Duluth GA 01/2024 Present
Trestle Wealth Advisory, Llc Duluth, GA 12/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-31
  • S65 Uniform Investment Adviser Law Examination
    2015-03-31

View on SEC IAPD

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