David Allen Liska

Current Employers

Employment History

• 12/1997 → 10/2017
  Suntrust Investment Services, Inc.
  Plantation, FL
• 08/2016 → 11/2017
  Suntrust Advisory Services
  Atlanta, GA
• 11/2017 → 12/2019
  Jpmorgan Securities Llc
  Aventura, FL
• 01/2020 → Present
  Pieces Of Peace, Llc
  Miramar, FL
• 09/2020 → Present
  Kaufman Rossin Wealth, Llc
  Miami, FL
• 09/2020 → Present
  Kaufman, Rossin & Co.
  Miami, FL
• 09/2020 → Present
  Kr Financial Services, Llc Dba Kaufman Rossin Insurance Services
  Miami, FL
• 03/2021 → 12/2023
  Innovation Partners, Llc
  Charlotte, NC
• 02/2024 → Present
  Lion Street Financial
  Miami, FL
• 11/2025 → Present
  Integrity Alliance, Llc.
  Fort Lauderdale, FL

Previous Registrations

• 2017-12-13 → 2020-01-03
  J.P. Morgan Securities Llc
  Aventura, FL
  Aventura, FL
• 2016-08-18 → 2017-10-30
  Truist Advisory Services, Inc.
  Pembroke Pines, FL
  Hollywood, FL
  Miramar, FL
  Pembroke Pines, FL
  Miramar, FL
  Hollywood, FL
  Hollywood, FL
• 2003-03-03 → 2016-12-31
  Truist Investment Services, Inc.
  Pembroke Pines, FL
  Plantation, FL
  Pembroke Pines, FL
  Weston, FL
  Davie, FL
  Tamarac, FL
  Davie, FL
  Miramar, FL
  Miramar, FL
  Hollywood, FL
  Hollywood, FL
  Miami Gardens, FL
  Pembroke Pines, FL
  Hollywood, FL
  Miramar, FL
  Miramar, FL
  Pembroke Pines, FL
  Hollywood, FL
  Hollywood, FL
  North Miami Beach, FL
  Pembroke Pines, FL

Other Businesses

1) KAUFMAN, ROSSIN & CO., NON-INVESTMENT RELATED, 3310 MARY STREET, SUITE 501, MIAMI, FL 33133, ADMINISTRATOR. START DATE 09/2020. GENERALLY, 0 HOURS PER MONTH DURING SECURITY TRADING HOURS. 2) KR FINANCIAL SERVICES dba KAUFMAN ROSSIN INSURANCE SERVICES. 3310 MARY STREET, SUITE 501, MIAMI, FL 33133, LICENSED INSURANCE AGENT. STATE DATE 09/2020, 15 HOURS PER MONTH DURING SECURITY TRADING HOURS 3) MANAGING PARTNER OF PIECES OF PEACE, LLC 3062 SW 189 AVENUE MIRAMAR, FL 33029 BEGINNING IN JANUARY OF 2020. THE NATURE OF THE BUSINESS IS RETAIL ONLINE CLOTHING; NON INVESTMENT-RELATED. APPROXIMATELY 20 HOURS PER MONTH DEVOTED TO THE BUSINESS; NONE OF WHICH OCCUR DURING SECURITIES TRADING HOURS. 4) KAUFMAN ROSSIN WEALTH, LLC POSITION: Employee NATURE: Kaufman Rossin Wealth provides financial planning, wealth advice, asset management, and retirement planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 09/15/2000 ADDRESS: 100 SE 3rd Street, Suite 2400, Fort Lauderdale FL 33394, United States DESCRIPTION: I work with clients assisting them with creating Financial Plans that offer them the best opportunity to achieve their stated goals. We review and advise on existing portfolios, and create asset allocation models utilizing Stocks, Bonds and Alternative Investments.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-10
• S63 Uniform Securities Agent State Law Examination
  1994-04-04

Other Names

• David Liska
• David Allen Liska
• David A Liska