# DAVID ALAN LAKIS

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/134922) | 2022-08-16 | present | Yes |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2021-02-12 | 2022-08-17 | — |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2019-06-17 | 2020-12-31 | — |
| [PACKERLAND BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/37031) | 2018-05-17 | 2019-06-14 | — |
| [HARBOUR INVESTMENTS, INC.](https://search.stillhousedata.com/firm/19258) | 2004-11-12 | 2017-09-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2847909)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2847909.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.