David Markham Desantis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2022 → 02/2026
  Ameriprise Financial Services, Llc
  The Villages, FL
• 07/1994 → 05/2022
  Greiner's Clothing
  Ocala, FL
• 02/2026 → Present
  Lpl Financial Llc
  The Villages, FL
• 05/2022 → 08/2022
  Unemployed
  The Villages, FL

Previous Registrations

• 2023-02-27 → 2026-02-05
  Ameriprise Financial Services, Llc
  The Villages, FL
  Ocala, FL
  Ocala, FL

Other Businesses

1. 01/2026 - CGD Investments LLP - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 4 Hrs/Mth - 0 Hrs During Trading - Ocala, FL 34471 - OBA Start Date: 12/30/2021 2. 01/2026 - CGD Investments / Buckmaster Square - Real Estate Rental - Investment Related - 5 Hrs/Mth - 0 Hrs During Trading - Ocala, FL 34470 - OBA Start Date: 12/30/2021 3. 01/2026 - Cebert Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/02/2026

Exams

• S66 Uniform Combined State Law Examination
  2023-02-21

Other Names

• David Desantis