David B. Pittman
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 Bradley Pittman, CIMA®, who also goes by David Bradley Pittman, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2002. David had worked at 7 firms and has passed the Series 63, 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
January 28, 2025 - February 23, 2026
METRIC FINANCIAL, LLC
June 6, 2022 - December 16, 2024
ORCHARD SECURITIES, LLC
March 19, 2019 - December 24, 2019
TIMBREL CAPITAL, LLC
July 11, 2018 - June 6, 2022
STRATEGIC BLUEPRINT, LLC
June 11, 2018 - June 6, 2022
THE STRATEGIC FINANCIAL ALLIANCE, INC.
July 12, 2011 - March 9, 2018
FS INVESTMENT SOLUTIONS, LLC
June 25, 2002 - November 1, 2010
WELLS INVESTMENT SECURITIES,INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
METRIC FINANCIAL, LLC
CRD#: 33324 / SEC#: , 8-46684
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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