# David Lloyd

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION](https://search.stillhousedata.com/firm/108783) | 2026-07-24 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2018-04-16 | 2019-04-10 | — |
| [SRQ WEALTH ADVISORY, LLC](https://search.stillhousedata.com/firm/285458) | 2016-11-16 | 2018-02-28 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2015-08-04 | 2017-03-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5969922)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5969922.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.