Jeremy L. David

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CRD#: 5477805

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.

Jeremy Lee David was a registered financial professional .

Jeremy is a previously registered financial professional and started their career in finance in 2008. Jeremy had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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

July 17, 2018 - August 30, 2019

MASTERPIECE CAPITAL, LLC

RIA

CRD#: 290075

Austin, TX

Past

March 25, 2017 - July 20, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

AUSTIN, TX

Past

March 25, 2017 - July 20, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

AUSTIN, TX

Past

September 16, 2014 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

AUSTIN, TX

Past

September 16, 2014 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

AUSTIN, TX

Past

July 19, 2011 - September 17, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

AUSTIN, TX

Past

March 4, 2011 - September 17, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

February 15, 2008 - March 18, 2011

NYLIFE SECURITIES LLC

CRD#: 5167

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MASTERPIECE CAPITAL, LLC

LOWENBERG GROUP, LLC | MASTERPIECE CAPITAL, LLC | LWMG | LOWENBERG WEALTH MANAGEMENT GROUP

CRD#: 290075 / SEC#: 801-112094

RIA

Registered Investment Advisory firm - (11/30/2017 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/1/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/26/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/14/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MASTERPIECE CAPITAL, LLC

LOWENBERG GROUP, LLC | MASTERPIECE CAPITAL, LLC | LWMG | LOWENBERG WEALTH MANAGEMENT GROUP

CRD#: 290075 / SEC#: 801-112094

RIA

Registered Investment Advisory firm - (11/30/2017 Approved)

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Contact information

Main Address

901 S Mopac Expressway Building One Suite 110, Austin, TX 78746

Mailing Address

Phone number

(512) 472-9033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A FIRM BROCHURE (8/29/2025)

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 137,993,314

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.

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Advisor Monitoring

Firm Stability Insights

Jeremy L. David

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

MASTERPIECE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/2011

Series 63

Date: 1/26/2008

SIE

Date: 7/20/2018

Series 7

Date: 6/27/2013

Series 6

Date: 2/14/2008

Current Firm

MASTERPIECE CAPITAL, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MASTERPIECE CAPITAL, LLC

TRUST BUT VERIFY

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