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David Alexander Laut

Abound Financial

Granite Bay, CA

CRD 5139179

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Employer firm

Abound Financial CRD 327724

$428M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Abound Financial

4180 Douglas Blvd Suite 200, Granite Bay, CA 95746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-18
CA RA APPROVED 2023-09-08
  • TX RA
    APPROVED
    Since 2024-01-18
  • CA RA
    APPROVED
    Since 2023-09-08

Branch Locations

4180 Douglas Blvd Suite 200, Granite Bay, CA 95746 • 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
Lpl Financial, Llc Granite Bay CA 04/2016 Present
The Wealth Consulting Group Granite Bay CA 04/2016 12/2023
Abound Financial Granite Bay CA 09/2023 Present
Previous Registrations
Other Businesses

1.10/10/2019; Good Shephard Insurance Company; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/16/2019; 5hrs/mth; 0hrs during trading 2.03/09/2021; Smart Holding LLC; Real Estate Rental; Investment Related; Granite Bay,CA; Start Date 12/09/2020; 10hrs/mth; 0hrs during trading 3.08/20/2025; Kerux, LLC; Registered Investment Advisor DBA; Investment Related; Grantite Bay, CA; Start Date 08/19/2025; 120hrs/mth; 5hrs during trading; 4.05/22/2026; Paraklesis LLC; Founder; Not Investment Related; Granite Bay, CA; Start Date 05/22/2026; 20% time/Mth during trading securities hours; Podcast discussing faith, finance and entrepreneurship for educational purposes 5.08/20/2025; Kerux, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/13/2025; 40hrs/mth; 8hrs during trading; 6.08/20/2025; Kerux, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/13/2025; 40hrs/mth; 8hrs during trading; 7.12/18/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Kerux, LLC; Investment Related; at Reported Business Location(s); Start Date 12/12/2025; 165hrs/mth; 4hrs during trading 8.05/29/2026; Paraklesis LLC; Radio/ TV/ Podcast; Investment Related; Granite Bay,CA; Start Date 05/22/2026; 24hrs/mth; 24hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-21
  • S66 Uniform Combined State Law Examination
    2007-09-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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