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David Alan Lekarczyk

Simplyria Advisor Network

Brighton, MI

Valparaiso, IN

CRD 1622966

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Employer firm

Simplyria Advisor Network CRD 154494

$215M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Simplyria Advisor Network

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2012-09-20
  • IN RA
    APPROVED
    Since 2012-09-20

Branch Locations

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Valparaiso, IN • 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
Caitlin John, Llc Brighton MI 09/2012 Present
  • 09/2012 → Present
    Caitlin John, Llc
    Brighton, MI
Other Businesses

INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-22
S63 Uniform Securities Agent State Law Examination 1987-07-31
  • S65 Uniform Investment Adviser Law Examination
    2012-08-22
  • S63 Uniform Securities Agent State Law Examination
    1987-07-31

View on SEC IAPD

Nearby Firms

EP WEALTH ADVISORS
ACCELERATE RETIREMENT
EQUITABLE ADVISORS, LLC

Nearby Investors

CHRISTOPHER RONALD HOPKINS
MICHAEL JAMES LAY
KEVIN EDMUND CROSS

Nearby Offices

EP WEALTH ADVISORS · Brighton, MI
EP WEALTH ADVISORS · 48116, MI
EP WEALTH ADVISORS · Brighton, MI

More in Brighton, MI

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