David Tassone

Current Employers

Employment History

• 08/2016 → 10/2017
  Kpmg
  Los Angeles, CA
• 11/2017 → 01/2024
  Kaye Capital Management
  El Segundo, CA
• 01/2024 → Present
  Avise Financial Dba Solidi Wealth Advisors
  Los Angeles, CA

Previous Registrations

• 2018-01-17 → 2024-01-04
  Kaye Capital Management
  El Segundo, CA
  El Segundo, CA

Other Businesses

1) Financial Planning Association; Not investment related; 1290 N Broadway Suite 1625 Denver, Colorado, 80203; Work with Public policy council to provide financial planner insight on laws or legislation; Member; Member; February 12, 2026; Total number of hours per month 3; Total number of hours during securities trading hours 0; Provide insight on financial planners thoughts on upcoming legislation; 2) Adjunct Professor - Loyola Marymount University; Not investment related; 1 LMU Dr Los Angeles, CA, 90045; Adjunct professor teaching wealth management; Adjunct Professor; Adjunct Professor; August 31, 2026; Total number of hours per month 20; Total number of hours during securities trading hours 0; Teach students wealth management basics;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-17

Designations