David B. Silvia
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 Byrne Silvia, CFP®, who also goes by David B Silvia, David Silvia, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1995. David had worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 13, 2024 - August 14, 2025
PROACTIVE FINANCIAL SOLUTIONS 360, LLC
February 7, 2022 - January 22, 2024
NATIONAL FINANCIAL SERVICES LLC
May 19, 2020 - September 10, 2020
AXIS WEALTH PARTNERS, LLC
August 7, 2019 - June 15, 2020
PROACTIVE FINANCIAL SOLUTIONS 360, LLC
July 4, 2018 - July 1, 2019
AXIS WEALTH PARTNERS, LLC
July 11, 2011 - May 15, 2014
FIDELITY BROKERAGE SERVICES LLC
May 10, 2011 - February 3, 2015
NATIONAL FINANCIAL SERVICES LLC
August 1, 2003 - November 11, 2009
SK WEALTH MANAGEMENT, LLC
July 23, 2003 - January 18, 2011
CORRIGAN FINANCIAL INC
December 5, 2001 - May 2, 2002
CITIZENS SECURITIES, INC.
October 26, 2000 - November 30, 2001
METROPOLITAN LIFE INSURANCE COMPANY
October 26, 2000 - November 30, 2001
MSI FINANCIAL SERVICES, INC.
April 18, 1997 - July 12, 1999
CHARLES SCHWAB & CO., INC.
May 11, 1995 - January 29, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
Series 7TO
Date: 2/5/2022
General Securities Representative ExaminationCurrent Firm
PROACTIVE FINANCIAL SOLUTIONS 360, LLC
CRD#: 304440 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 160 |
| AUM (Assets Under Management) | $ 16,990,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
