# DAVID JAMES LLOYD

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GLOBAL ASSETS ADVISORY, LLC](https://search.stillhousedata.com/firm/300460) | 2020-07-29 | present | Yes |
| [GRACE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/150054) | 2017-03-27 | 2020-10-01 | — |
| [TRIAD ADVISORS LLC](https://search.stillhousedata.com/firm/25803) | 2013-02-06 | 2017-09-11 | — |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2007-08-02 | 2013-02-12 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2005-10-18 | 2007-07-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5012137)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5012137.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.