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David Simon
36 Years of Experience
Fort Washington, PA
2 DisclosuresBrokerSells Insurance
David Simon is a registered investment advisor, based in Fort Washington, PA, with 36 years of industry experience.
Location
500 Office Center Drive, Ste. 400, Fort Washington, PA, 19034
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Regulatory History (2)
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Employment Separation After Allegations
September 2000Customer Dispute
July 2000Settled
Other Business ActivitiesSells Insurance
David is a Vice President and financial advisor at 1792 Wealth Advisors, dedicating about half his time to this role. He also teaches at OYRTemple Beth Am and is an agent for Sterlingbridge Insurance Agency, placing non-variable life insurance products, spending a few hours per week on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2000 - December 2022 · 22 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2000 - December 2022 · 22 yrs 3 mos
Painewebber IncorporatedBroker
January 1995 - September 2000 · 5 yrs 8 mos
Kidder, Peabody & CO. IncorporatedBroker
July 1989 - January 1995 · 5 yrs 6 mos
Drexel Burnham Lambert IncorporatedBroker
May 1989 - June 1989 · 1 mo
State Registrations10 states
AZCAFLHIMDNJPAPRSCVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.