840 Gessner Road, Suite 700, Houston, TX, 77024
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David works for AssuredPartners Investment Advisors, LLC as a registered investment advisor and spends about a quarter of his time there. David also works for AssuredPartners selling life, health, LTC, DI, group, and P&C insurance, dedicating about 10-20% of his time. Finally, David is an investor in a data center real estate venture.