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David Caldwell Barsalou

Lcm Financial

Kingwood, TX

Kingwood, TX

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Current Employers
Lcm Financial

2261 Northpark Drive #416, Kingwood, TX 77339 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-15
  • TX RA
    APPROVED
    Since 2024-10-15

Branch Locations

Kingwood, TX • United States

2261 Northpark Drive #416, Kingwood, TX 77339 • 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
David C. Barsalou, Attorney At Law, Pllc Kingwood TX 09/2013 Present
Dino Tax Co Kingwood TX 09/2013 Present
Lewis Caldwell Mitchell, Inc. Kingwood TX 02/2024 Present
Silverstone Private Wealth, Llc Kingwood TX 01/2026 Present
  • 09/2013 → Present
    David C. Barsalou, Attorney At Law, Pllc
    Kingwood, TX
  • 09/2013 → Present
    Dino Tax Co
    Kingwood, TX
  • 02/2024 → Present
    Lewis Caldwell Mitchell, Inc.
    Kingwood, TX
  • 01/2026 → Present
    Silverstone Private Wealth, Llc
    Kingwood, TX
Other Businesses

The name of the business is David C. Barsalou, Attorney at Law, PLLC; the business is not investment related; the address of the business is 2261 Northpark Dr, #416, Kingwood, TX 77339; the nature of the business is a law firm; my position is managing attorney; my title is managing member; the start date of this business for me was September, 2013; the approximate number of hours per month devoted to this business is 90; the number of hour I devote to this business during securities trading hours is 4; my duties related to this business involve providing legal services as an attorney to private clients. The name of the business is Dino Tax Co; the business is not investment related; the address of the business is 2261 Northpark Dr, #416, Kingwood, TX 77339; the nature of this business is tax preparation; my position is head tax preparer; my title is owner; the start date of this business for me was September, 2013; the approximate number of hours per month devoted to this business is 40; the number of hours I devote to this business during securities trading hours is 1.5; my duties related to this business primarily involve the preparation and filing of tax returns for both individuals and businesses.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-13
  • S65 Uniform Investment Adviser Law Examination
    2023-10-13
Other Names
  • Davie Barsalou

View on SEC IAPD

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