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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Wealth Management, Llc | Fairfax | VA | 03/2020 | Present |
| Private Prep. | New York | NY | 09/2015 | Present |
| Focus Partners Wealth, Llc | Fairfax | VA | 08/2025 | Present |
(1) Mr. David is an Academic Coach and provides tutor support at Private Prep, an educational organization in New York, NY. Start date is September 2015. Not investment-related. Activities are conducted remotely. Mr. David receives compensation and currently spends 0 hours per month on this non-investment related activity. (2) John F. Kennedy Center for the Performing Arts, Not investment-related. 2700 F St. NW, Washington, DC 20566, Opera singer, Start date is 04/11/23. Currently spends 40 hours per month only during 4 months of the year in this capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-20 |
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