David Given has been an investment adviser representative at Curtis Advisory Group since May 2023, and is not listed among the firm’s executive officers or direct owners.
Curtis Advisory Group, LLC is a Santa Barbara, CA firm with $574M under management, 157 clients and 3 advisers in one office, as of its April 2026 filing.
- Curtis Advisory Group, LLCCurrent– present · 3 yearsSanta Barbara, CA · Adviser representative · Firm CRD 151695
Investment adviser representative registrations
David Given is registered as an investment adviser representative in California, since May 2023.
- CaliforniaSince 9 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Brandon Given
- CRD
- 7735343
- Firm
- Curtis Advisory Group · CRD 151695
- Office
- 735 STATE STREET, SUITE 214, Santa Barbara, CA 93101
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does David Given work?
David Given is an investment adviser representative registered through Curtis Advisory Group, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is David Given a financial advisor?
Yes. David Given has a current investment-adviser registration in California, through Curtis Advisory Group since May 2023.
How many years of experience does David Given have?
David Given has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has David Given passed?
David Given passed the Series 65 in April 2023.
Where is David Given based?
David Given’s registered office is in Santa Barbara, CA.
Is David Given registered with FINRA?
No. David Given has no current broker registration.
How can I verify David Given’s record?
Search CRD 7735343 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Given’s full registration record.