DL
David A. Lacusky
GLOBAL ATLANTIC DISTRIBUTORS
Wayne, PA 19087
Some features on this profile are disabled
CRD#: 2927908
DL
Professional summary
David Allen Lacusky, who also goes by David Allen Lacusky Mr., is a registered financial professional currently at GLOBAL ATLANTIC DISTRIBUTORS, LLC located in Wayne, Pennsylvania.
David is registered as a RR (Registered Representative) and started their career in finance in 1997. David has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6, Series 24, Series 51 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
David Allen Lacusky Mr.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view David Allen Lacusky's 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®
NoneExperience
Current
March 30, 2021 - Present
GLOBAL ATLANTIC DISTRIBUTORS, LLC
Office #1: 550 E Swedesford Rd Suite 450, Wayne, PA 19087BD
CRD#: 8326
Wayne, PA
Past
November 5, 2014 - November 5, 2020
STADION MONEY MANAGEMENT, LLC
RIA
CRD#: 112608
WEST CHESTER, PA
Past
April 17, 2013 - November 9, 2020
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
DENVER, CO
Past
December 4, 2008 - March 8, 2013
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HOUSTON, TX
Past
September 4, 1997 - January 18, 2007
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
WAYNE, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/30/2021)
RR
Alaska(3/30/2021)
RR
Arizona(3/30/2021)
RR
Arkansas(3/30/2021)
RR
California(3/30/2021)
RR
Colorado(3/30/2021)
RR
Connecticut(3/30/2021)
RR
Delaware(3/30/2021)
RR
District of Columbia(3/30/2021)
RR
Florida(3/30/2021)
RR
Georgia(3/30/2021)
RR
Hawaii(3/30/2021)
RR
Idaho(3/30/2021)
RR
Illinois(3/30/2021)
RR
Indiana(3/30/2021)
RR
Iowa(3/30/2021)
RR
Kansas(3/30/2021)
RR
Kentucky(3/30/2021)
RR
Louisiana(3/30/2021)
RR
Maine(3/30/2021)
RR
Maryland(3/30/2021)
RR
Massachusetts(3/30/2021)
RR
Michigan(3/30/2021)
RR
Minnesota(3/30/2021)
RR
Mississippi(3/30/2021)
RR
Missouri(3/30/2021)
RR
Montana(3/30/2021)
RR
Nebraska(3/30/2021)
RR
Nevada(3/30/2021)
RR
New Hampshire(3/30/2021)
RR
New Jersey(3/30/2021)
RR
New Mexico(3/30/2021)
RR
New York(3/30/2021)
RR
North Carolina(3/30/2021)
RR
North Dakota(3/30/2021)
RR
Ohio(3/30/2021)
RR
Oklahoma(3/30/2021)
RR
Oregon(3/30/2021)
RR
Pennsylvania(3/30/2021)
RR
Rhode Island(3/30/2021)
RR
South Carolina(3/30/2021)
RR
South Dakota(3/30/2021)
RR
Tennessee(3/30/2021)
RR
Texas(3/30/2021)
RR
Utah(3/30/2021)
RR
Vermont(3/30/2021)
RR
Virginia(3/30/2021)
RR
Washington(3/30/2021)
RR
West Virginia(3/30/2021)
RR
Wisconsin(3/30/2021)
RR
Wyoming(3/30/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GA
GLOBAL ATLANTIC DISTRIBUTORS, LLC
FORETHOUGHT DISTRIBUTORS, LLC | PLANCO FINANCIAL SERVICES, LLC | PLANCO FINANCIAL SERVICES, INC. | HARTFORD LIFE DISTRIBUTORS, LLC | GLOBAL ATLANTIC DISTRIBUTORS, LLC
CRD#: 8326 / SEC#: , 8-25027
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Financial Plaza 755 Main Street 24th Floor, Hartford, CT, 06103
Mailing Address
One Financial Plaza 755 Main Street 24th Floor, Hartford, CT, 06103
Phone number
(877) 454-4777
Established
Delaware since 12/15/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GLOBAL ATLANTIC (FIN) COMPANY | OWNER | |
| BICKLER, JASON ALEXANDER | PRESIDENT AND MANAGER | 4164884 |
| MOORCROFT, WILLIAM BENJAMIN | CHIEF COMPLIANCE OFFICER | 4258952 |
| NELSON, PAULA GENEVIEVE | MANAGER, HEAD OF DISTRIBUTION | 2015528 |
| PAULOUSKY, MICHAEL RYAN | TREASURER | 7339297 |
| RAMOS, SAMUEL | GENERAL COUNSEL AND SECRETARY | 6722343 |
| RIP, OLGA | FINOP AND CHIEF FINANCIAL OFFICER | 5440553 |
| RUTHERFORD, KELLY JUNE | SENIOR VICE-PRESIDENT | 7282305 |
| SIEGEL, DEAN CYRUS | VICE PRESIDENT | 3224832 |
| TODD, ERIC DAVID | MANAGER | 2175308 |
| WEISS, DAVID LEE | SENIOR VICE PRESIDENT | 2345057 |
Disclosures
| Regulatory Event | 2 |
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.
