David Lyle Mathias is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC, LIFETIME FINANCIAL ADVISORS INC.
| Firm | From | To | Current |
|---|---|---|---|
| LIFETIME FINANCIAL ADVISORS INC | 2021-02-23 | present | Yes |
| LPL FINANCIAL LLC | 2019-10-17 | present | Yes |
| CUSO FINANCIAL SERVICES, L.P. | 2018-09-18 | 2019-10-04 | — |