David T. Malleck

SILVER LAKE CAPITAL PARTNERS

Dallas, TX 75244

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CRD#: 1029959

Professional summary

David Timothy Malleck, CIMA®, who also goes by Dave Timothy Malleck, is a registered financial advisor currently at SILVER LAKE CAPITAL PARTNERS located in Dallas, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. David has worked at 10 firms and has passed the Series 63, Series 52TO, SIE, Series 31, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Timothy Malleck

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) David Malleck--Licensed Insurance Agent; Not investment-related; , Troy, MI, Troy, MI, we refer all insurance business to Adaption Financial, no compensation is received, Insurance Agent, 7/2024, zero hours per month, we refer all insurance business to Adaption Financial, no compensation is received 2) Silver Lake Capital Partners LLC, investment related, Dallas, TX, Investment Management, Managing Partner, 4/2024, 160 hours per month, 6 hours during trading hours, we manage the financial affairs of approx. 105 families that reside in the U.S.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Timothy Malleck's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 14, 2024 - Present

SILVER LAKE CAPITAL PARTNERS

Office #1: 5005 L.b.j. Freeway Suite 720, Dallas, TX 75244

RIA

CRD#: 329997

Dallas, TX

Past

July 23, 2024 - October 25, 2024

CABOT LODGE SECURITIES LLC

CRD#: 159712

Dallas, TX

Past

January 2, 2009 - May 16, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

DALLAS, TX

Past

January 2, 1997 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

DALLAS, TX

Past

January 2, 1997 - May 16, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DALLAS, TX

Past

December 19, 1990 - January 7, 1997

RHODES SECURITIES, INC.

CRD#: 19610

FT WORTH, TX

Past

April 5, 1988 - December 19, 1990

DOMINION INVESTOR SERVICES, INC.

CRD#: 21548

MARBLE FALLS, TX

Past

July 7, 1987 - March 17, 1988

FIRST WESTERN SECURITIES, INC.

CRD#: 19537

Past

March 30, 1987 - July 15, 1987

DFW CLEARING, INC.

CRD#: 7736

Past

July 15, 1983 - March 30, 1987

LEHMAN BROTHERS INC.

CRD#: 7506

Past

April 1, 1982 - July 8, 1983

FIRST MID-AMERICA INC.

CRD#: 306

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SILVER LAKE CAPITAL PARTNERS

SILVER LAKE CAPITAL PARTNERS | SILVER LAKE CAPITAL PARTNERS LLC

CRD#: 329997 / SEC#: 801-129564

RIA

Registered Investment Advisory firm - (2/23/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/24/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/27/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/20/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 11/4/2006

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/21/1996

General Securities Principal Examination

Current Firm

SILVER LAKE CAPITAL PARTNERS

SILVER LAKE CAPITAL PARTNERS | SILVER LAKE CAPITAL PARTNERS LLC

CRD#: 329997 / SEC#: 801-129564

RIA

Registered Investment Advisory firm - (2/23/2024 Approved)

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Contact information

Main Address

5005 L.b.j. Freeway Suite 720, Dallas, TX 75244

Mailing Address

Phone number

(972) 701-2040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SILVER LAKE CAPITAL PARTNERS DISCLOSURE BROCHURE (6/13/2025)

Regulatory assets under management

Total Number of Accounts	597
AUM (Assets Under Management)	$ 234,630,897

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

David T. Malleck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Timothy Malleck's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABOT LODGE SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RHODES SECURITIES, INC.

DOMINION INVESTOR SERVICES, INC.

FIRST WESTERN SECURITIES, INC.

DFW CLEARING, INC.

LEHMAN BROTHERS INC.

FIRST MID-AMERICA INC.

Primary Firm SEC Registration

SILVER LAKE CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 3/24/1982

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 5/27/2005

Series 7

Date: 3/20/1982

Series 51

Date: 11/4/2006

Series 24

Date: 10/21/1996

Current Firm

SILVER LAKE CAPITAL PARTNERS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVER LAKE CAPITAL PARTNERS

TRUST BUT VERIFY

Contact information

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