DAVID JAMES LLOYD is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with GLOBAL ASSETS ADVISORY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GLOBAL ASSETS ADVISORY, LLC | 2020-07-29 | present | Yes |
| GRACE CAPITAL MANAGEMENT, LLC | 2017-03-27 | 2020-10-01 | — |
| TRIAD ADVISORS LLC | 2013-02-06 | 2017-09-11 | — |
| VOYA FINANCIAL ADVISORS, INC. | 2007-08-02 | 2013-02-12 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2005-10-18 | 2007-07-11 | — |