# John David Santi

John David Santi is an investment adviser representative (IAR) with state registration records since 1991, appearing at 8 firms. Currently registered with MFO-USA ADVISORY, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MFO-USA ADVISORY, LLC](https://search.stillhousedata.com/firm/302109) | 2021-08-12 | present | Yes |
| [KIMERY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/288229) | 2018-04-19 | 2019-07-30 | — |
| [AVONDALE PARTNERS, LLC](https://search.stillhousedata.com/firm/46838) | 2015-03-17 | 2018-04-18 | — |
| [LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC](https://search.stillhousedata.com/firm/127618) | 2013-07-09 | 2015-03-17 | — |
| [ARETE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/145488) | 2008-12-16 | 2013-07-17 | — |
| [TACTICAL ALLOCATION GROUP, LLC](https://search.stillhousedata.com/firm/132451) | 2007-12-06 | 2008-08-11 | — |
| [STANFORD GROUP COMPANY](https://search.stillhousedata.com/firm/39285) | 2004-01-09 | 2005-12-16 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 1991-07-16 | 2004-02-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1907762)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1907762.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.