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David Matthew Lesjak

Lesjak Planning, LLC

Westlake, OH

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Current Employers
Lesjak Planning, Llc

1991 Crocker Rd Suite 575, Westlake, OH 44145 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 1999-09-27
  • OH RA
    APPROVED
    Since 1999-09-27

Branch Locations

1991 Crocker Road #575, Westlake, OH 44145 • 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
Lesjak Planning Corp West Lake OH 02/1981 Present
United Planners' Financial Services Of America A Limited Partner Scottsdale AZ 09/1989 Present
  • 02/1981 → Present
    Lesjak Planning Corp
    West Lake, OH
  • 09/1989 → Present
    United Planners' Financial Services Of America A Limited Partner
    Scottsdale, AZ
Other Businesses

LESJAK PLANNING CORP. - INVESTMENT ADVISOR - WESTLAKE, OH. - SINCE 2/1981

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-01-04
  • S63 Uniform Securities Agent State Law Examination
    1984-01-04

View on SEC IAPD

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