Best Investors Account Sign in
Inactive

David John Jesulaitis

Corient

Houston, TX

Claim This Profile
Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-02
  • TX RA
    APPROVED
    Since 2023-05-02

Branch Locations

2929 Allen Parkway Ste 3000, Houston, TX 77019 • 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
Avalon Advisors, Llc Houston TX 03/2008 02/2020
Avalon Wealth Management Llc Houston TX 02/2012 05/2023
Avalon Investment & Advisory Houston TX 02/2020 05/2023
Corient Houston TX 05/2023 Present
Cipw Service Company, Llc Toronto 05/2023 07/2023
Corient Services Llc Miami FL 07/2023 Present
  • 03/2008 → 02/2020
    Avalon Advisors, Llc
    Houston, TX
  • 02/2012 → 05/2023
    Avalon Wealth Management Llc
    Houston, TX
  • 02/2020 → 05/2023
    Avalon Investment & Advisory
    Houston, TX
  • 05/2023 → Present
    Corient
    Houston, TX
  • 05/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2006-01-24 → 2023-07-21
    Avalon Investment & Advisory
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-04-27
S65 Uniform Investment Adviser Law Examination 2006-01-23
  • S63 Uniform Securities Agent State Law Examination
    2012-04-27
  • S65 Uniform Investment Adviser Law Examination
    2006-01-23

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor