David Wayne Ficarra

Employer firm

Discipline Wealth Solutions, Inc. CRD 315846

$747M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 3(38)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1991 → Present
  David Ficarra
  Sterling Heights, MI
• 03/2015 → 02/2017
  Capital Markets Iq, Llc
  Sterling Heights, MI
• 01/1992 → Present
  David Ficarra
  Sterling Heights, MI
• 02/2017 → 10/2024
  Cpr Investments
  Rochester, MI
• 02/2017 → 10/2024
  Cpr Financial Group Llc
  Rochester, MI
• 05/2018 → Present
  Tax Solutions Consultants, Llc
  Sterling Heights, MI
• 10/2024 → Present
  Discipline Wealth Solutions, Inc.
  Greenville, SC

Previous Registrations

• 2017-02-28 → 2024-10-24
  Cpr Investments Inc
  Rochester, MI
  Rochester, MI
  Rochester, MI
• 2015-03-13 → 2017-02-27
  Capital Markets Iq, Llc
  Sterling Heights, MI
  Arlington, TX
• 2014-08-20 → 2015-03-13
  Quartermaster Wealth Management, Llc
  Sterling Heights, MI
  Charlotte, NC

Other Businesses

1. DAVID FICARRA, TAX ACCOUNTANT, ACCOUNTANT AND CONSULTANT. DUTIES INCLUDE TAX PREP, ACCOUNTING, BUSINESS PLANREVIEW. NOT INVESTMENT-RELATED; 34450 COACHWOOD, STERLING, MI 48312. START DATE: 01/1991. HOURS PER MONTH: APPROX.4; 1 DURING TRADING HOURS (MORE DURING TAX SEASON). 2. DAVID FICARRA, INSURANCE AGENT. DUTIES INCLUDE SALES OF LONGTERM CARE, LIFE AND HEALTH INSURANCE AND FIXED/INDEXED ANNUITY PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES.START DATE 1992; APPROXIMATELY 6 HOURS PER WEEK; APPROX. 4 DURING TRADING HOURS. INVESTMENT-RELATED.STERLING HEGHTS. 3. TAX SOLUTIONS CONSULTANTS, DUTIES INCLUDE QUALIFIED PLAN CONSULTANT, VALUATIONS, 401(K) BENCHMARKING, TAX ANALYSIS. NOT INVESTMENT-RELATED; 34450 COACHWOOD, STERLING HEIGHTS, MI 48312. START DATE 05/16/2018. HOURS PER MONTH: APROX. 6 HOURS PER MONTH; APROX. 1 HOUR PER TRADING ( MORE DURING TAX SEASON).

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-20
• S63 Uniform Securities Agent State Law Examination
  1992-12-17