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David Allen Gottschalk

Capital Asset Advisory, Inc.

Jacksonville, FL

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Current Employers
Capital Asset Advisory, Inc.

8825 Perimeter Park Blvd. Suite 203, Jacksonville, FL 32216 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

8825 Perimeter Park Blvd. Suite 203, Jacksonville, FL 32216 • 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
Capital Asset Advisory Ponte Vedra Beach FL 01/2000 Present
  • 01/2000 → Present
    Capital Asset Advisory
    Ponte Vedra Beach, FL
Other Businesses

#1 Name and Address: Guana View Properties, LLC located at 8825 Perimeter Park Blvd. Suite 203, Jacksonville, FL 32216. Nature of Business: Guana View Properties is a Limited Liability Company that was set up to buy the building that houses Capital Asset Advisory, Inc. This was set up on the advice of an accountant as a holding company for property. Position: David Gottschalk is the Owner/President and there are no duties associated with Guana View Properties, LLC. Start Date: 08/18/2005 Hours per month dedicated to this business: None, only a holding company. Hours during securities trading hours: None

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-02-28
  • S63 Uniform Securities Agent State Law Examination
    1995-02-28

View on SEC IAPD

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