David MICHAEL Lawrence is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-01-16 | present | Yes |
| EXECUTIVE WEALTH MANAGEMENT, LLC | 2023-02-16 | 2025-01-21 | — |
| DYNAMIC WEALTH SOLUTIONS LLC | 2022-09-09 | 2023-03-03 | — |
| UBS FINANCIAL SERVICES INC. | 2015-10-07 | 2016-08-30 | — |