David Lee Erwin

Current Employers

Employment History

• 02/2009 → 02/2026
  Commonwealth Financial Network
  Waltham, MA
• 02/2009 → 01/2026
  Touchpoint Financial Advisor Group
  Woburn, MA
• 02/2026 → Present
  Raymond James Financial Services Inc.
  Woburn, MA
• 02/2026 → Present
  Raymond James Financial Services Advisors Inc.
  Woburn, MA

Previous Registrations

• 2009-02-23 → 2026-02-02
  Commonwealth Financial Network
  Woburn, MA

Other Businesses

(1) Name of Business: 801 Twin Rivers LLC Address: 1366 Black River Drive, Mount Pleasant, SC, 29466, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Touchpoint Financial Advisor Group Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/14/1994 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Recommend insurance as needed (3) Name of Business: Touchpoint Financial Advisor Group Address: 400 Unicorn Park Dr Fl 1, Woburn, FL, 78701, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-27

Designations