David Aaron Andalman

Current Employers

Da Wealth Advisors

Highland Park, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-08-29

IL RA
APPROVED

Since 2024-08-29

Branch Locations

Highland Park, IL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
D.A.C.S.	Highland Park	IL	07/1979	Present
Pti Securities & Futures L.P.	Chicago	IL	07/2012	09/2020
Millennial Advisers, Llc	New York	NY	10/2020	02/2024
Da Wealth Advisors Llc	Highland Park	IL	04/2024	Present

07/1979 → Present

D.A.C.S.

Highland Park, IL
07/2012 → 09/2020

Pti Securities & Futures L.P.

Chicago, IL
10/2020 → 02/2024

Millennial Advisers, Llc

New York, NY
04/2024 → Present

Da Wealth Advisors Llc

Highland Park, IL

Previous Registrations

2021-10-18 → 2024-02-13

Millennial Advisers, Llc.

New York, NY

Highland Park, IL

Other Businesses

DACS RESEARCH FUTURES RESEARCH - SOLE PROPRIETOR FOUNDER AND PRESIDENT ADDRESS: 826 Barberry Road, HIGHLAND PARK, IL 60035 RESEARCH LETTERS: less than one hour per week DACS Research; Director of Research; 826 Barberry Road Highland Park Illinois 60035; algorithm research and development on commodity futures; algorithm development.; 2024-07-09; 20 Hours per month devoted to business outside trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-10-05
S63	Uniform Securities Agent State Law Examination	1991-06-07

S65 Uniform Investment Adviser Law Examination

2021-10-05
S63 Uniform Securities Agent State Law Examination

1991-06-07

Other Names

David Andalman

View on SEC IAPD