David Lloyd Allred

Current Employers

Employment History

• 03/2015 → 04/2018
  E*Trade Capital Management Llc
  Sandy, UT
• 01/2019 → 08/2020
  Charles Schwab & Co., Inc.
  Germantown, TN
• 08/2017 → 01/2019
  Shadow Run Holdings, Llc
  Sandy, UT
• 01/2019 → 08/2020
  Charles Schwab Bank
  Germantown, TN
• 08/2020 → 07/2024
  Fisher Investments
  Plano, TX
• 07/2024 → Present
  Fisher Retirement Solutions Llc
  South Jordan, UT

Previous Registrations

• 2021-03-08 → 2024-07-03
  Fisher Investments
  Plano, TX
  Plano, TX
  Draper, UT
  Tampa, FL
  South Jordan, UT
• 2019-02-15 → 2020-09-15
  Charles Schwab & Co., Inc.
  Germantown, TN
  Tysons Corner, VA
• 2009-10-28 → 2018-04-30
  Harrisdirect Llc
  Arlington, VA
  Sandy, UT
• 2007-04-02 → 2009-01-20
  Morgan Stanley & Co. Llc
  South Jordan, UT
• 2006-02-28 → 2007-04-02
  Morgan Stanley Dw Inc.
  West Valley, UT

Other Businesses

Name of business: Allred Legacy Investment Investment related: No Address: 1037 W River Pass CV Nature of business: Investment property company co-owned with spouse Position: director Start date: 1/2/23 - 9/30/29 Approx. # of hours/month: 1 monthly Approx. # of hours during securities trading hours: 0 Description: investment property and property management business

Exams

• S66 Uniform Combined State Law Examination
  2006-02-24

Other Names

• David Allred
• David L Allred