David A. Dedman
Professional summary
David Allen Dedman, AIF®, ChFC®, who also goes by David A Dedman, is a registered financial advisor currently at PULSE WEALTH located in Lexington, Kentucky.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Allen Dedman's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 21, 2022 - Present
PULSE WEALTH
June 26, 2015 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
June 26, 2015 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
June 14, 2002 - June 29, 2015
TRIAD ADVISORS LLC
June 14, 2002 - June 29, 2015
TRIAD ADVISORS LLC
May 31, 2001 - June 18, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 4, 2000 - June 18, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 12, 1999 - August 7, 2000
A. G. EDWARDS & SONS, INC.
January 4, 1999 - March 25, 1999
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 18, 1997 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
February 12, 1997 - May 28, 1997
FIRST UNION BROKERAGE SERVICES, INC.
January 4, 1996 - February 12, 1997
MORGAN STANLEY DW INC.
October 6, 1993 - January 5, 1996
IDS LIFE INSURANCE COMPANY
October 6, 1993 - January 5, 1996
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2025)
(8/28/2023)
(12/21/2022)
(8/21/2023)
(7/18/2024)
(4/1/2024)
Exams
Current Firm
PULSE WEALTH
CRD#: 322651 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 191 |
| AUM (Assets Under Management) | $ 41,219,213 |
Red Flags
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