David Marc Mizrahi

Current Employers

Employment History

• 02/2014 → Present
  Kestra Private Wealth Services, Llc
  Calabasas, CA
• 02/2014 → Present
  Kestra Investment Services, Llc
  Calabasas, CA
• 02/2026 → Present
  Kestra Advisory Servces, Llc
  Calabasas, CA

Previous Registrations

• 2014-02-05 → 2026-03-26
  Kestra Private Wealth Services, Llc
  Woodland Hills, CA
  Austin, TX
  Calabasas, CA
  Woodland Hills, CA
  Malibu, CA
• 2008-05-19 → 2014-02-05
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 2005-10-03 → 2008-05-22
  J.P. Morgan Securities Llc
  Los Angeles, CA
  Los Angeles, CA
• 2000-03-22 → 2005-09-30
  Wells Fargo Clearing Services, Llc
  Woodland Hills, CA

Other Businesses

Name: First Point Financial Management Investment Related: Yes Address: 23622 Calabasas Road, Suite 300 Calabasas CA 91302 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: President and CEO Start Date: 2/5/2014 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Provide wealth management and insurance services. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/27/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: FIRST POINT FINANCIAL MANAGEMENT POSITION: President and CEO NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 02/05/2014 ADDRESS: 23622 Calabasas Road, Suite 300, Calabasas CA 91302, United States DESCRIPTION: Provide wealth management and insurance services.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-07
• S63 Uniform Securities Agent State Law Examination
  1980-03-22