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David James Beach

Loomis, Sayles & Company, L.P.

San Francisco, CA

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Current Employers
Loomis, Sayles & Company, L.P.

One Financial Center, Boston, MA 02111-2621 • United States

Current Registrations

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

Branch Locations

Suite 3300 555 California Street, San Francisco, CA 94104 • 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
Loomis Sayles & Company, L.P. San Francisco CA 01/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-12-20
S63 Uniform Securities Agent State Law Examination 1992-11-17
  • S65 Uniform Investment Adviser Law Examination
    1993-12-20
  • S63 Uniform Securities Agent State Law Examination
    1992-11-17

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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