David Elliott Faulk

Current Employers

Montage Financial Advisors

Lehi, UT • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-03-10
TX	RA	APPROVED_RES	2024-12-10
CA	RA	APPROVED	2020-05-07

UT RA
APPROVED

Since 2025-03-10
TX RA
APPROVED_RES

Since 2024-12-10
CA RA
APPROVED

Since 2020-05-07

Branch Locations

Morgan Hill, CA • 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

Organization	City	State	From	To
Johanson Financial Advisors, Inc	Campbell	CA	01/2015	05/2020
Montage Tax, A Professional Corporation	Morgan Hill	CA	01/2016	Present
Montage Financial Advisors	Morgan Hill	CA	05/2020	Present

01/2015 → 05/2020

Johanson Financial Advisors, Inc

Campbell, CA
01/2016 → Present

Montage Tax, A Professional Corporation

Morgan Hill, CA
05/2020 → Present

Montage Financial Advisors

Morgan Hill, CA

Previous Registrations

2015-01-21 → 2020-06-02

Johanson Financial Advisors, Inc.

Campbell, CA
2005-12-15 → 2015-11-30

The Portola Group Inc

Menlo Park, CA

Other Businesses

MONTAGE TAX, A PROFESSIONAL CORPORATION - NOT INVESTMENT RELATED - OFFICE ADDRESS: 2105 S BASCOM AVENUE, SUITE 225, CAMPBELL, CA 95008 - TAX PREPARATION AND PLANNING - TITLE: PRESIDENT/CPA - START DATE: 01/04/2016 - 40 HOURS A MONTH DEVOTED TO BUSINESS - 20 HOURS A MONTH DEVOTED DURING TRADE HOURS - I ASSIST CLIENTS WITH INCOME TAX PREPARATION AND PLANNING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-12-14

S65 Uniform Investment Adviser Law Examination

2005-12-14

Designations

Other Names

David Elliot Faulk

View on SEC IAPD