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David J. Pitsch

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CRD#: 364150
DP

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 John Pitsch was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1974. David had worked at 12 firms and has passed the Series 63, Series 65, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 5, 2008 - December 31, 2014

PLACEMARK INVESTMENTS, INC.

RIA
CRD#: 114680
ADDISON, TX
Past

February 21, 2008 - November 24, 2008

PLACEMARK INVESTMENTS, INC.

RIA
CRD#: 114680
ADDISON, TX
Past

July 6, 2006 - December 6, 2006

GOLD COAST SECURITIES, INC.

RIA
CRD#: 110925
GOLD RIVER, CA
Past

July 3, 2006 - December 6, 2006

GOLD COAST SECURITIES, INC.

BD
CRD#: 110925
GOLD RIVER, CA
Past

August 6, 2003 - May 17, 2006

BERKELEY CAPITAL MANAGEMENT LLC

RIA
CRD#: 127067
WESTCHESTER, IL
Past

February 20, 2001 - June 12, 2003

LONDON PACIFIC SECURITIES, INC.

BD
CRD#: 25089
SACRAMENTO, CA
Past

October 20, 2000 - September 15, 2003

BERKELEY INTERNATIONAL ASSET MANAGEMENT

RIA
CRD#: 104582
SAN FRANCISCO, CA
Past

September 28, 1998 - October 25, 2000

BERKELEY INTERNATIONAL SECURITIES CORPORATION

BD
CRD#: 14346
SAN FRANCISCO, CA
Past

June 14, 1996 - September 2, 1998

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
PORTLAND, ME
Past

December 5, 1995 - May 24, 1996

SECU BROKERAGE SERVICES

BD
CRD#: 19899
RALEIGH, NC
Past

November 26, 1991 - September 7, 1993

HOCHMAN & BAKER SECURITIES, INC.

BD
CRD#: 19949
STAMFORD, CT
Past

April 6, 1984 - November 28, 1989

VMS SECURITIES, INC.

BD
CRD#: 14648
Past

November 25, 1980 - March 13, 1984

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

June 24, 1974 - April 10, 1975

PAUL J. BRUCK & ASSOCIATES, INC.

BD
CRD#: 5082

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/26/1996
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/13/1993
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/14/1974
Registered Representative Examination

Current Firm


PI
PLACEMARK INVESTMENTS, INC.
ENVESTNET | PLACEMARK | PLACEMARK INVESTMENTS, INC.

CRD#: 114680 / SEC#: 801-60471

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Contact information


Main Address
16633 Dallas Parkway Suite 700, Addison, TX 75001
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ENVESTNET | PLACEMARK FORM ADV PART 2A AND 2B (CANADIAN) (10/2/2014)

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.

Company Information


PLACEMARK INVESTMENTS, INC.

CRD#: 114680

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