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David Christian Luke

Janney Montgomery Scott LLC

Greenville, SC

CRD 6233429

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Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-04
SC RA APPROVED 2022-03-18
  • TX RA
    APPROVED
    Since 2024-01-04
  • SC RA
    APPROVED
    Since 2022-03-18

Branch Locations

403 Roper Creek Drive 2Nd Floor, Greenville, SC 29615 • 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
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Greenville SC 04/2021 03/2022
Pure Insurance (Privilege Underwriters Reciprocal Exchange) White Plains NY 03/2019 04/2021
Synnex Corporation Greenville SC 05/2017 02/2019
Clemson University College Of Business Clemson SC 09/2014 05/2017
Clemson University Clemson SC 08/2013 05/2017
Janney Montgomery Scott Llc Greenville SC 03/2022 12/2023
Janney Montgomery Scott Llc Greenville SC 12/2023 Present
  • 04/2021 → 03/2022
    Greenville, SC
  • 03/2019 → 04/2021
    Pure Insurance (Privilege Underwriters Reciprocal Exchange)
    White Plains, NY
  • 05/2017 → 02/2019
    Synnex Corporation
    Greenville, SC
  • 09/2014 → 05/2017
    Clemson University College Of Business
    Clemson, SC
  • 08/2013 → 05/2017
    Clemson University
    Clemson, SC
  • 03/2022 → 12/2023
    Greenville, SC
  • 12/2023 → Present
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-18
  • S66 Uniform Combined State Law Examination
    2022-03-18
Designations
  • Certified Financial Planner
Other Names
  • David Christian Luke
  • David Christian Luke, Jr.

View on SEC IAPD

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