David Rivlin is a registered investment advisor, based in Owings Mills, MD, with 31 years of industry experience.
Location
300 Redland Court, Ste 212, Owings Mills, MD, 21117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an IAR, a CPA, and an insurance agent. He also serves in various roles, including trustee and board member, for several organizations and trusts; some of these activities are investment-related.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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