David Alton Lessner

Current Employers

Employment History

• 07/2013 → 04/2017
  Ameriprise Financial
  Northborough, MA
• 04/2017 → 10/2018
  Boston Harbor Wealth Advisors, Llc
  Northboro, MA
• 04/2017 → 06/2024
  Raymond James Financial Services, Inc.
  Northborough, MA
• 03/2018 → 06/2024
  Raymond James Financial Services Advisors Inc.
  Northborough, MA
• 04/2017 → Present
  Lessner Wealth Advisors
  Westborough, MA
• 04/2017 → Present
  Boston Harbor Wealth Advisors, Llc
  Westborough, MA
• 06/2024 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 06/2024 → Present
  World Investments, Inc.
  Lincroft, NJ

Previous Registrations

• 2018-03-07 → 2024-06-28
  Raymond James Financial Services Advisors, Inc
  Northborough, MA
  Westborough, MA
• 2017-05-02 → 2018-10-30
  Boston Harbor Wealth Advisors, Llc
  Acton, MA
• 2014-08-04 → 2017-04-24
  Ameriprise Financial Services, Llc
  Northboro, MA
  Boston, MA

Other Businesses

1. Lessner Wealth Advisors; Non-Investment Related;1400 Computer Drive Suite 201, Westborough, MA, 01581; LLC formed for tax purposes only; Owner; 4/1/2022; 1 hour per month; 1 hour during trading hours; LLC formed for tax purposes only. This is not held out to the public and there is no client involvement. 2. Non-variable Insurance; Investment Related; 1400 Computer Drive Suite 201, Westborough, MA, 01581; Non-Variable Insurance and Annuities; Insurance Agent; 6/27/2024; 10 hours per month; 10 hours during trading hours; Sales and service of non-variable insurance and annuities with multiple carriers.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-18