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David Bunnell

Private Client Services, LLC

Louisville, KY

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Current Employers
Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-04-16
  • KY RA
    APPROVED
    Since 2026-04-16

Branch Locations

2225 Lexington Rd, Louisville, KY 40206 • 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
Penske Truck Leasing Raleigh NC 10/2019 08/2023
Thrivent Investment Management Inc Cincinnati OH 06/2023 02/2024
Thrivent Financial Appleton WI 08/2023 02/2024
Ups Cincinnati OH 11/2018 12/2018
Amazon.cOm, Inc. Cincinnati OH 07/2018 07/2018
Almost Family, Inc Cincinnati OH 05/2017 08/2017
Jpmorgan Chase Bank, N.A. Cincinnati OH 05/2024 03/2026
J.P. Morgan Securities Llc Cincinnati OH 05/2024 03/2026
Unemployed Cincinnati OH 10/2015 04/2017
Unemployed Cincinnati OH 09/2017 06/2018
Unemployed Cincinnati OH 08/2018 10/2018
Unemployed Cincinnati OH 01/2019 09/2019
Unemployed Covington KY 03/2024 04/2024
Private Client Services Louisville KY 03/2026 Present
  • 10/2019 → 08/2023
    Penske Truck Leasing
    Raleigh, NC
  • 06/2023 → 02/2024
    Thrivent Investment Management Inc
    Cincinnati, OH
  • 08/2023 → 02/2024
    Thrivent Financial
    Appleton, WI
  • 11/2018 → 12/2018
    Ups
    Cincinnati, OH
  • 07/2018 → 07/2018
    Amazon.cOm, Inc.
    Cincinnati, OH
  • 05/2017 → 08/2017
    Almost Family, Inc
    Cincinnati, OH
  • 05/2024 → 03/2026
    Jpmorgan Chase Bank, N.A.
    Cincinnati, OH
  • 05/2024 → 03/2026
    J.P. Morgan Securities Llc
    Cincinnati, OH
  • 10/2015 → 04/2017
    Unemployed
    Cincinnati, OH
  • 09/2017 → 06/2018
    Unemployed
    Cincinnati, OH
  • 08/2018 → 10/2018
    Unemployed
    Cincinnati, OH
  • 01/2019 → 09/2019
    Unemployed
    Cincinnati, OH
  • 03/2024 → 04/2024
    Unemployed
    Covington, KY
  • 03/2026 → Present
    Private Client Services
    Louisville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-10
S63 Uniform Securities Agent State Law Examination 2023-10-09
  • S66 Uniform Combined State Law Examination
    2026-04-10
  • S63 Uniform Securities Agent State Law Examination
    2023-10-09
Other Names
  • David Tebbe Bunnell

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY
WAYCROSS PARTNERS, LLC · LOUISVILLE, KY
PNC WEALTH MANAGEMENT LLC · Louisville, KY
KESTRA ADVISORY SERVICES, LLC · Louisville, KY
LPL FINANCIAL LLC · LOUISVILLE, KY
LPL FINANCIAL LLC · LOUISVILLE, KY

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