DAVID ALAN LAKIS is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with CL WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CL WEALTH MANAGEMENT LLC | 2022-08-16 | present | Yes |
| SB ADVISORY, LLC | 2021-02-12 | 2022-08-17 | — |
| SB ADVISORY, LLC | 2019-06-17 | 2020-12-31 | — |
| PACKERLAND BROKERAGE SERVICES, INC. | 2018-05-17 | 2019-06-14 | — |
| HARBOUR INVESTMENTS, INC. | 2004-11-12 | 2017-09-20 | — |