DH
David L. Horseman
ACRYLIC FINANCIAL
TAVERNIER, FL 33070
Some features on this profile are disabled
CRD#: 7070505
DH
Professional summary
David Lewis Horseman JR, who also goes by David Horseman, is a registered financial advisor currently at ACRYLIC FINANCIAL, INC. located in Tavernier, Florida.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. David has worked at 1 firm and has passed the Series 65, Series 63 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Horseman
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) - RIA
Click below to view David Lewis Horseman JR'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
December 17, 2020 - Present
ACRYLIC FINANCIAL, INC.
Office #1: 92200 Overseas Highway Suite 111, Tavernier, FL 33070RIA
CRD#: 288263
TAVERNIER, FL
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".
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)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
Florida(4/17/2024)
IAR
Maryland(12/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)PREMIUM
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Contact information
Main Address
16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268
Mailing Address
Phone number
(833) 422-7954
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 58,442,331 |
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.
