# David MICHAEL Lawrence

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-01-16 | present | Yes |
| [EXECUTIVE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/140736) | 2023-02-16 | 2025-01-21 | — |
| [DYNAMIC WEALTH SOLUTIONS LLC](https://search.stillhousedata.com/firm/170573) | 2022-09-09 | 2023-03-03 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2015-10-07 | 2016-08-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6214472)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6214472.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.