David C Lehmann

Current Employers

The Family Financial Group

775 Commonwealth Avenue, Newton Centre, MA 02459 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-10-05
MD	RA	APPROVED	2023-02-08

MA RA
APPROVED

Since 2023-10-05
MD RA
APPROVED

Since 2023-02-08

Branch Locations

775 Commonwealth Avenue, Newton Centre, MA 02459 • 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

Organization	City	State	From	To
Cooper & Lehmann, Llp	Baltimore	MD	05/1996	Present

05/1996 → Present

Cooper & Lehmann, Llp

Baltimore, MD

Previous Registrations

2006-11-10 → 2020-11-02

Geller & Lehmann, Llc

Baltimore, MD

Other Businesses

Mr. Lehmann is a majority owner of a CPA firm- Lehmann & Company, LLC-that is an affiliate of Geller & Lehman and provides accounting and tax services to clients, some of whom are also clients of Geller & Lehmann.

Current Employers

The Family Financial Group

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews