David James Lloyd

Current Employers

Employment History

• 01/2012 → 08/2018
  Jbl Group, Llc
  Merrillville, IN
• 01/2012 → Present
  Laszlo Rigsby Advisory Services
  Merrillville, IN
• 02/2013 → 07/2020
  Triad Advisors, Inc.
  Norcross, GA
• 02/2017 → 07/2020
  Grace Capital Management
  Merrillville, IN
• 02/2013 → 09/2017
  Triad Advisors, Inc.
  Merrillville, IN
• 07/2020 → Present
  International Assets Advisory, Llc
  Merrillville, IN
• 07/2020 → Present
  Global Assets Advisory, Llc
  Merrillville, IN

Previous Registrations

• 2017-03-27 → 2020-10-01
  Grace Capital Management, Llc
  Merrillville, IN
  Austin, TX
• 2013-02-06 → 2017-09-11
  Triad Advisors Llc
  Merrillville, IN
• 2007-08-02 → 2013-02-12
  Voya Financial Advisors, Inc.
  Merrillville, IN
  Mokena, IL
  Mokena, IL
  Cedar Rapids, IA
• 2005-10-18 → 2007-07-11
  Ameriprise Financial Services, Llc
  Downers Grove, IL
  Chicago, IL

Other Businesses

1) GLOBAL ASSETS ADVISORY, LLC 111 N. ORANGE AVENUE, SUITE 1000, ORLANDO, FL 32801 - REGISTERED INVESTMENT ADVISOR - INVESTMENT ADVISOR SINCE 7/2020 - APPROX 160 HRS/MO - FEE BASED COMPENSATION 2) LASZLO RIGSBY ADVISORY SERVICES 200 E. 80TH PLACE, #200, MERRILLVILLE, IN 46410 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - PARTNER SINCE 8/2013 - APPROX 40 HRS/MO - FEES 3) HAL VENTURES, INC. 200 E. 80TH PLACE, #200, MERRILLVILLE, IN 46410 - ADMIN AND TAX MGMT HOLDING CO - OWNER SINCE 3/2019 - APPROX 10 HRS/MO - FEES/COMMISSIONS 4) DAVID LLOYD 200 E. 80TH PLACE, #200, MERRILLVILLE, IN 46410 - HEALTH INSURANCE BROKERAGE - AGENT SINCE 2010 - APPROX 5 HRS/MO - COMMISSION

Exams

• S66 Uniform Combined State Law Examination
  2005-10-17