David A. San Juan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Alexander San Juan, who also goes by David San Juan, Dave Sanjuan, David A Sanjuan, David Alexander Sanjuan, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1991. David had worked at 3 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 27, 2023 - June 27, 2024
CAMARDA WEALTH ADVISORY GROUP
July 17, 2006 - January 8, 2007
CAMARDA WEALTH ADVISORY GROUP
January 1, 1991 - January 28, 1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
January 1, 1991 - January 28, 1992
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
CAMARDA WEALTH ADVISORY GROUP
CRD#: 113784 / SEC#: 801-61028
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CAMARDA WEALTH ADVISORY GROUP
CRD#: 113784 / SEC#: 801-61028
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,106 |
| AUM (Assets Under Management) | $ 325,295,188 |
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.
