DAVID ALAN LAKIS

C18

IAR CRD 2847909·Industry start 1999-05-06

Identity

Legal name

DAVID ALAN LAKIS

CRD

2847909

NPN

—

Career

Previous employments

IFS SECURITIES2019-06-17

CABOT LODGE SECURITIES LLC2019-08-30

Current branches

CABOT LODGE SECURITIES LLC

CL WEALTH MANAGEMENT LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

1999-05-06

Est. age

49

Age confidence

—

Est. birth year

1977

BC active

Yes

IA active

Yes

Disclosures

Yes

Private residence

Yes

Firm affiliations

1

CL WEALTH MANAGEMENT LLC