David A Gulacsy

831 West Morse Blvd, Winter Park, FL 32789 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2018-02-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Smith Barney	Winter Park	FL	08/2009	12/2016
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	12/2016
Platinum Wealth Partners	Tampa	FL	01/2017	12/2017
Sandhill Wealth Management, Inc.	Winter Park	FL	12/2017	Present
Fortune Financial Services, Inc.	Monaca	PA	04/2018	Present

08/2009 → 12/2016

Morgan Stanley Smith Barney

Winter Park, FL
01/2015 → 12/2016

Morgan Stanley Private Bank, National Association

New York, NY
01/2017 → 12/2017

Platinum Wealth Partners

Tampa, FL
12/2017 → Present

Sandhill Wealth Management, Inc.

Winter Park, FL
04/2018 → Present

Fortune Financial Services, Inc.

Monaca, PA

2016-12-16 → 2018-01-26

Platinum Wealth Partners

Winter Park, FL

Tampa, FL
2009-09-30 → 2016-12-12

Morgan Stanley

Winter Park, FL

Winter Park, FL
2008-12-12 → 2009-02-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Winter Park, FL

Rep owns his own RIA, Sandhill Wealth Management, Inc. He is selling, managing and servicing clients' accounts.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-12-04

Other Firms