9870 Research Drive, Irvine, CA, 92618
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Learn about disclosures →David is an advisor rep of a registered investment advisor (RIA) and an independent insurance agent for various companies since 2001, dedicating full-time hours to the RIA role and about 10-20% of his time to insurance. He also owns a property management company and rental property, serves as a board member for a non-public entity, and owns a passthrough entity.