David Lloyd is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION.
| Firm | From | To | Current |
|---|---|---|---|
| INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | 2026-07-24 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-04-16 | 2019-04-10 | — |
| SRQ WEALTH ADVISORY, LLC | 2016-11-16 | 2018-02-28 | — |
| LPL FINANCIAL LLC | 2015-08-04 | 2017-03-15 | — |