David J. Singer

TBH GLOBAL ASSET MANAGEMENT

Brentwood, TN 37027

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CRD#: 5648414

Professional summary

David J Singer is a registered financial advisor currently at TBH GLOBAL ASSET MANAGEMENT, LLC located in Brentwood, Tennessee.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view David J Singer's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 2, 2022 - Present

TBH GLOBAL ASSET MANAGEMENT, LLC

Office #1: 6 Cadillac Dr. Suite 300, Brentwood, TN 37027

RIA

CRD#: 145536

Brentwood, TN

Past

July 8, 2016 - March 3, 2023

TBH ADVISORS, LLC

RIA

CRD#: 226555

FRANKLIN, TN

Past

August 13, 2014 - October 14, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

ST. LOUIS, MO

Past

August 13, 2014 - October 14, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

March 7, 2012 - June 23, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NASHVILLE, TN

Past

March 7, 2012 - June 23, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NASHVILLE, TN

Past

October 11, 2011 - January 20, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CREVE COEUR, MO

Past

October 3, 2011 - January 20, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CREVE COEUR, MO

Past

April 7, 2009 - June 11, 2010

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

DOWNERS GROVE, IL

Past

March 31, 2009 - June 11, 2010

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

DOWNERS GROVE, IL

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".

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD#: 145536 / SEC#: 801-68624

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(12/2/2022)

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 66

Date: 4/6/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/23/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2009

General Securities Representative Examination

Current Firm

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD#: 145536 / SEC#: 801-68624

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

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Contact information

Main Address

6 Cadillac Dr. Suite 300, Brentwood, TN 37027

Mailing Address

Phone number

(615) 690-4820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TBH GLOBAL ASSET MANAGEMENT LLC BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	3,627
AUM (Assets Under Management)	$ 1,274,662,966

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/26/2025	Cover Page	Report
03/28/2024	Cover Page	Report
02/27/2023	Cover Page	Report

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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Firm Stability Insights

David J. Singer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David J Singer's CRS (Customer Relationship Summary).

Certified licenses

Experience

TBH ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

TBH GLOBAL ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2009

SIE

Date: 6/23/2016

Series 7

Date: 3/30/2009

Current Firm

TBH GLOBAL ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TBH GLOBAL ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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