David Anthony Espineira

Employer firm

Burton Enright Welch CRD 118376

$1.55B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Burton Enright Welch
  Walnut Creek, CA

Previous Registrations

• 2015-01-05 → 2015-11-25
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
  San Leandro, CA
• 2011-01-20 → 2015-01-15
  Td Ameritrade, Inc.
  Walnut Creek, CA
• 2011-01-20 → 2015-01-15
  Td Ameritrade Investment Management, Llc
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-01-13

Designations

• Certified Financial Planner