David L. Pesikoff
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 Laurence Pesikoff, who also goes by David Pesikoff, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2000. David had worked at 4 firms and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 20, 2008 - August 7, 2024
TRIANGLE PEAK PARTNERS, LP
June 12, 2001 - December 4, 2008
SAROFIM ADVISORS GROUP INC
June 12, 2001 - December 5, 2008
SAROFIM INTERNATIONAL MANAGEMENT CO
November 10, 2000 - June 13, 2008
FAYEZ SAROFIM & CO.
Primary Firm SEC Registration
TRIANGLE PEAK PARTNERS, LP
CRD#: 147917 / SEC#: 801-69591
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 2
Date: 8/20/1996
Non-Member General Securities ExaminationCurrent Firm
TRIANGLE PEAK PARTNERS, LP
CRD#: 147917 / SEC#: 801-69591
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 312,533,997 |
Red Flags
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