DJ
David James Piano
CRD 5994833
Firms
| Firm | Role | As of |
|---|---|---|
| Forte Advisory Services,Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Forte Advisory Services,Llc
Managing Member & Chief Compliance Officer · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗